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Silver Essentials

About

Implementing

My profile

Resetting the password

Logging in to Back Office

My account

Accessing My Account menu

Configuring online ordering

Managing my stores

Managing my devices

Managing my messages

Adding Help URLs

Managing my integrations

Managing my bills

Viewing Purchase Terms & Conditions

Buying hardware

Registering hardware

Understanding multi-store environment

Comparing company view and store view

Comparing company view and store view when multi-store

Settings

Customers

Employees

Inventory

My Store

Reporting (results)

Using the POS

Hardware

Troubleshooting

Silver Essentials

Managing my integrations

Use My Account > My Integrations to connect your system to the LevelUp®, Paychex® and Google Cloud® third-party solutions.

  • LevelUp - Allows you to accept mobile payments from LevelUp customers at the POS using a QR code.
  • Paychex - Allows the export of employee time clock data in the Paychex upload format.
  • Google Cloud - Allows you to accept payments via Google services.

To integrate third party solutions:

  • Log in to Back Office using Company View (All Stores).

  • Click your user name or the profile icon located at the top of the screen.

  • Select My Account.

  • Select My Integrations from the left menu.

    MyAccount_my_integrations_menu_selection.png

  • Complete the following as needed:

    • LevelUp – Click Setup LevelUp and log in using your LevelUp username and password to allow customers to pay using their QR code.
    • Paychex – Enter your Paychex ID to enable a time and attendance export for Paychex.
    • Google Cloud – Check the Enable box, enter your Service Account Key and Topic Name and click Test..
  • Click Save Changes to exit the My Integrations page.

Setting up LevelUp

LevelUp is a mobile payment solution for consumer business transactions. It associates the users' smartphones with their debit and/or credit card and assigns each a unique QR code. To conduct a transaction, the user simply scans the QR code during checkout.

What do I need to start using LevelUp?

  • An existing LevelUp account. If you do not have an account, sign up here at the LevelUp website.
  • A 2D barcode scanner (provided by LevelUp)

How do I configure LevelUp in the Back Office?

Once you have your LevelUp account credentials, connect the LevelUp merchant account in the Back Office:

  • Log in to Back Office and select My Account. If you are a multi-store account you must be in Company View to access My Account.

  • Click Setup LevelUp to begin the integration process.

    MyAccount_setup_levelup.png

  • Type your LevelUp account credentials in the pop-up dialog box.

    MyAccount_levelup_login.png

    Once LevelUp verifies your credentials, the Back Office indicates LevelUp as connected.

  • If you are a multi-store site:

    • Select a store.
    • Click the Settings gear near the top right corner of Back Office and select Payment Methods.
    • Select a Store option from the list.
  • If you are a single store site, select a Store option from the list.

Looking for resources or help with Silver? Click here.

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