Learn
Resource Library
Every document, link and answer in one place: the document library, merchant FAQ, quick reference, partner portals and lead-gen sources.
📁 Document library
| Document | Use it for |
|---|---|
| Merchant application (fillable PDF) | Every deal — the application |
| Statement upload page | Text/email to merchants during the statement ask — lands with the NextPay team automatically |
| SkyTab blank proposal (PDF) | SkyTab quotes (or use the Proposal Studio) |
| PAYS pricing screenshot | PAYS plan verification ($59/$79/$99) |
| Clover merchant application (PDF) | Every Clover deal — the Fiserv application |
| Clover program support directory (PDF) | Who to call for POS sales help, applications, installs, merchant support |
Your share is 50% of NextPay's cut on every Schedule A. Deal-specific pricing questions go to Deal Desk.
🔗 Partner portals & communication
Access your merchant platforms and deal management systems.
Next2Pay Portal
Invoicing deals · recurring billing · statements
Solutions in PaymentsMany POS and terminal options
Square DashboardPOS · terminals · payments
SkyTab / Shift4POS platform · deal status · support
📊 My Pipeline (CRM)Deal tracking · stages · next steps
💬 Google ChatDeal Desk · Q&A · team communication
📘 Product Resource Guides & Document Folders
Complete sales guides organized by solution category. Click a brand folder to see positioning, pricing, deal workflows, and support docs.
🖥️ POS Systems
🟩
Square
🍽️
SkyTab by Shift4
🟢
Clover
🟣
SumUp
💳 Credit Card Terminals
🧑💻
PAX, Dejavoo, Valor & More
📨 Invoicing & Gateways
🏠
Next2Pay (House Platform)
💰 Business Services
💵
NextFund — Business Financing
📢
NextLink — Client Automation
🎁
Merchant Rewards
📞 Product support & resources
| Clover program support | Point of Sale Sales & Support — handles all POS sales & support functions. Assistance with POS sales, system questions, configuration & setup, onboarding & implementation. Schedule training: calendly.com/pos-nhs/onboarding-training. Direct contact: 877.928.0305 ext 280 | Clover Support (Merchants): (844) 864-5449 |
| Shift4 / SkyTab | Lighthouse partner portal (deal status, reporting) · SkyTab resource center ↗ · Shift4 Dine help ↗ |
| Square | Partner Support 855-700-6000 · Square Support Center ↗ · Square Marketing Portal ↗ · Square YouTube Channel ↗ |
| Product pages | Every product and industry has a public page — grab links from Products and nextpaypos.com/industries ↗ |
| Blog explainers | reading a statement · dual pricing · choosing a POS · chargebacks |
| Missing a login? | Ask in NextPay General Q&A on Google Chat |
❓ Merchant FAQ — answers you'll give weekly
| "Is dual pricing legal?" | Yes — posted cash/card pricing is legal nationwide when signage and receipts are done right (that's why the file build matters). Surcharging (a % added at the register) has state-specific rules — that's a different program. |
| "How long does approval take?" | Don't promise a timeline — approval is underwriting's call and depends on the file. Say: "We package everything up front so it moves as fast as possible, and I'll keep you updated at every step." Complete files move fastest. |
| "When do I get my money?" | Typically next business day after batch. Batch time is set on the terminal file. |
| "What if the equipment breaks?" | Placement hardware (SkyTab, Clover placement) carries replacement/warranty — SkyTab hardware has a lifetime warranty. Purchased hardware carries the manufacturer warranty. |
| "Am I locked into a contract?" | Depends on the program — be straight: SkyTab is a 30-day trial then 36-month agreement; house terminal/gateway deals are typically month-to-month. Never dodge this question. |
| "What about chargebacks?" | We help respond with evidence, and chargeback protection programs exist for exposed merchants — see the public page. |
| "Do you support EBT / gift cards / online ordering?" | Yes — program-specific. Check the product picks in the Navigator so you promise the right thing on the right platform. |
⚡ Quick reference
💬 Google Chat
ALL communication — Deal Desk (deals) · General Q&A (day-to-day) · Announcements. Thread every reply. No texts/emails.
📧 hello@nextpaypos.com
General inquiries and support
📝 nextpaypos.com/statement-upload
The link you text during the statement ask
- Where to ask what: Deal questions → Deal Desk · Day-to-day → NextPay General Q&A · Team calls/wins → NextPay Announcements · Leadership → 3-way Google Chat (new thread per conversation). Full rules in Training.
- Effective rate = total fees ÷ total card volume (calculator on Statement Review)
- Docs every deal needs: Signed app · voided check · driver's license · 3 months statements (or projections) · site photos for POS installs
- Stage discipline: Every active deal has a next step with a date in My Pipeline
🎯 Lead generation
- Referrals from live merchants — The highest-close source there is. Ask after the first settled batch, every time (script in the Playbook).
- Route clustering — Work one plaza/street per block, same industry where possible; openers get sharper each door.
- DM-to-Sale — 3 opens a day using the DM playbook; local businesses check who engages.
- New-business signals — "Opening soon" signs, new permits, marketplace listings for used POS gear (a seller is a switcher).
- Company programs — Warm live-transfer and LinkedIn lead programs exist for qualifying agents; ask the NextPay team in Google Chat about current availability.
📣 Current promotions
Promos (activation bonuses, monthly closer contests, product spiffs) — check the latest team message before quoting a promo, and confirm anything merchant-facing in writing. This section becomes live-updating once the hub CRM API is deployed.