How Do I?

A collection of articles on how to use and get the best out of posBoss

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56 articles in this collection
Written by Brent Wimmers and Tricia Andersson
posBoss Ipad App

Using the posBoss iPad till app - team training.

Quick videos - orders, payment, refunds, tabs, accounts, printing, cash up, surcharge, wastage, hospo, email receipts and vouchers.
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Written by Brent Wimmers
Updated over a week ago

Setting up Table Layout

Control your floor by setting up table maps
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - The basics

Short video on how to navigate and use the posBoss iPad app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Creating an Order

Short video on how to create an order on the app and some tips - swipe and double tap.
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Customer Tabs

Short video on creating, parking and managing a tab
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Written by Brent Wimmers
Updated over a week ago

Moving, merging and splitting tabs

How to move items and orders between tabs and tables
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Written by Brent Wimmers
Updated over a week ago

How to use Pre-Defined Tabs

Create frequently used tab numbers or names
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Processing Payments

Short video on how to process payments of an order or tab
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Accounts

How to create and manage customer accounts in the app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Account Invoicing

Short video on how to pay an account by invoice and create an invoice summary
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Refunds

Short video on how to process a refund in the app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Printer Settings

Short video on setting up your printers in the app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Cash Up

Short video on how to prepare and submit the cash up
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Surcharges

Short video on how to set up a surcharge for a public holiday
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Email Receipts

Short video on how to send a receipt by email
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Switching Menus

Short video on how to create and switch between menus
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Prepaid Gift Vouchers

Short video on creating, taking payment and using prepaid vouchers
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Written by Brent Wimmers
Updated over a week ago

Accounts - Printing an itemised summary

How to print an itemised summary and receipt for an account
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Written by Brent Wimmers
Updated over a week ago

Archive an Account or Voucher

How to archive or delete an account or voucher.
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Written by Brent Wimmers
Updated over a week ago

Searching items

How to search and display items on the posBoss iPad app
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Written by Brent Wimmers
Updated over a week ago

How to reprint an order docket

Need to reprint an order docket that was lost or didn't print?
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Written by Tricia Andersson
Updated over a week ago

How to rename a tab

How to edit a tab name, print a tab summary or delete a tab
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Written by Tricia Andersson
Updated over a week ago

Updating the posBoss iPad app to the latest version

How to update when there is a new posBoss iPad app release and what to do if things go wrong.
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Written by Brent Wimmers
Updated over a week ago

Set up manual updates on your iPad

Setting your iPad up to not install posBoss automatically
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Written by Brent Wimmers
Updated over a week ago

Print multiple order dockets or double dockets.

Need to print to multiple / double dockets from one printer?
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Written by Brent Wimmers
Updated over a week ago

Find your Star Ethernet printer's IP address

How to check your printer's IP Network address as it might have changed
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Written by Brent Wimmers
Updated over a week ago

Emoji Staff Logins - Initial Setup

Improve comms at the pass - Track which staff member created an order or made a payment.
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Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Course Breaks

How to set up courses for the kitchen - entree, main and dessert etc
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Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Table Positions

Set up position / cover numbers on your dockets
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Written by Brent Wimmers
Updated over a week ago
Integrated Payments

Smartpay (Smartlink) Eftpos - Initial Setup

Get posBoss and Smartpay Smartlink terminals talking. How do I set up eftpos?
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Written by Brent Wimmers
Updated over a week ago

Smartpay (SmartConnect) Eftpos - Initial Setup

Get posBoss and Smartpay SmartConnect terminals talking.
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Initial Setup

How to set up BNZ PayClip in posBoss so bill totals are sent automatically to the clip.
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Login to PayClip on posBoss

How to login to the BNZ PayClip in the posBoss iPad Till App.
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Admin Functions

How to check for updates to the PayClip software, toggle contactless payments and enable signature verification.
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Taking payments

How payments work when posBoss is integrated with PayClip
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - I forgot my PIN

How to get back on track when you can't remember your BNZ 6-digit PIN
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Written by Brent Wimmers
Updated over a week ago

Square - Initial Sign up and Setup

Set up posBoss and Square Contactless + Chip reader to talk to each other.
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Written by Brent Wimmers
Updated over a week ago

Square - Processing payments

Processing a payment with posBoss and Square.
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Written by Brent Wimmers
Updated over a week ago

Square - Process a refund

How to process a refund with posBoss and Square.
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Written by Brent Wimmers
Updated over a week ago

Square - Troubleshooting issues

What to do if you can't setup or take payments with posBoss and Square...
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Written by Brent Wimmers
Updated over a week ago