---
title: "How to set up and link 2Pay"
url: "https://support.cosmesoft.app/en/article/how-to-set-up-and-link-2pay"
language: "en"
last_updated: "2026-09-09T12:31:18.222Z"
---

# How to set up and link 2Pay

Use this guide to configure your payment accounts, link mobile devices, and process integrated payments using 2Pay.

> For a high-level explanation of 2Pay features, see **About 2Pay**.

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## Before you begin

Make sure:

-   You have **Owner** or **Admin** access to set up financial accounts.
-   You have a compatible iOS or Android device for the **2Hippo 2Pay** app.
-   You have your clinic’s bank account and business registration details ready.

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## Step 1 — Set up your payment account

1.  Navigate to **Navbar → User Profile → Settings → Payment Accounts**.
2.  Click **Add Account**.
3.  Follow the on-screen prompts to complete the **Stripe verification** process. This includes entering your business details and linking a bank account for payouts.
4.  Once verified, the account status will update to **Ready**, and you can begin accepting payments.

![image-20260502-040311.png](https://cdn-assets.productfruits.com/12cddab3-e816-46bc-80e3-6773d7fcf939)

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## Step 2 — Install and link a device

To take "Tap to Pay" or "Scan to Pay" payments at the counter, you must link a mobile device to your location.

1.  Download the **2Hippo 2Pay** app from the [App Store (iOS)](https://apps.apple.com/au/app/2hippo-2pay/id6737521265).
2.  In Cosmesoft, navigate to **Settings → Payment Terminals**.
3.  Find **2Pay** in the list and click **Manage Devices**.
4.  Open the **2Pay app** on your device and select **Link Device**.
5.  Use the device to scan the **QR code** displayed on your Cosmesoft screen.
6.  The device is now connected and assigned to your current location.

  

![image-20260502-040410.png](https://cdn-assets.productfruits.com/215ec7fd-6369-46ca-bae3-f5cabf644138)

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## Step 3 — Enable Tap to Pay (iPhone only)

If you are using an iPhone, you can accept contactless payments directly on the handset.

1.  In the linked **2Pay app**, ensure you are logged in.
2.  Select **Enable Tap to Pay**.
3.  Follow the prompts to connect your **Apple Business** account and accept the terms and conditions.
4.  Once completed, a contactless symbol will appear, indicating your iPhone is ready to accept taps.

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## Step 4 — View payouts and history

1.  Navigate to **Navbar → User Profile → Settings → Payment Accounts**.
2.  Click **View Payouts** (or the $ icon) next to your active account.
3.  Review the history of deposits into your bank account, including transaction breakdowns and processing fees.

  

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## What to do next

-   Learn [how to use 2Pay at checkout](https://support.cosmesoft.app/en/article/how-to-use-2pay-at-checkout).

-   [How to reconcile daily sessions](https://support.cosmesoft.app/en/article/how-to-manage-pos-sessions).

-   [Fix common 2Pay issues](https://support.cosmesoft.app/en/article/fix-common-2pay-issues).

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