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Submit a Deal

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Pick where the deal is being written and follow the checklist. A complete package the first time is the difference between a 2-day approval and a 2-week back-and-forth.

Every deal needs these docs

    Send the packaged deal to · CC . Statements can also come straight from the merchant via nextpaypos.com/statement-upload. NextPay application*: nextpaypos.com/application.
    * Internal note for reps: the NextPay application is for collecting the merchant's information, and the proposal is for showing them pricing. Neither one is the official merchant application. Once a placement is chosen, the official merchant application has to be completed through that placement's own portal. Pick the solution below for its portal and steps.

    Pick a solution to submit

    Click a logo below to see submission steps, requirements, and portal access for that solution.

    Square Square

    Direct merchant sign-up

     Clover Clover

    Form + email submission

     SkyTab SkyTab / Shift4

    Partner Portal

     Next2Pay Next2Pay

    Invoicing & portal

     SumUp SumUp

    Budget-friendly POS

     Solutions in Payments Solutions in Payments

    NRS, Korona + more

    🔗 Quick access

    Tools to track deals and communicate with the team.

    📊 My Pipeline

    Track deals by stage

     💬 Google Chat

    Deal Desk + team communication

    After you hit send

    What happensTypical timingYour job
    Underwriting reviews the fileUnderwriting sets the pace — never quote a timeline to the merchantRespond same-day to any doc requests — complete files move fastest.
    Approval & MID issuedOn approvalMove the deal to Underwriting → Installed in My Pipeline as it progresses.
    Hardware config & installVaries by productCoordinate the install date; be reachable on install day.
    First batch settlesDay 1–2 of processingCall the merchant, confirm funds landed, ask for a referral. Log them in My Merchants.

    Stuck or unusual situation? Post the deal details in Deal Desk on Google Chat (in the deal's thread) — do not guess on underwriting questions. Email is for submitting the actual docs only.