posBoss

Brent Wimmers

AJ Takla

posBoss Support

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

How Do I?

Tips to keep your iPad running smoothly to run posBoss

iPad Maintenance

posBoss not showing in the App Store? Item prices are all set to $0?

Changing your iPad's country settings

How to fully close and restart the posBoss iPad app - fixes minor issues, slowness.

Close and Restart the posBoss iPad App

How to delete and reinstall the posBoss app from the iPad  - fixes data and crashing issues

Delete and Reinstall the posBoss iPad App

How to update when there is a new posBoss iPad app release and what to do if things go wrong.

Updating the posBoss iPad app to the latest version

How do I add an extra till/iPad/ordering device to my system so it syncs with my current setup?

Add another iPad to your posBoss setup

Back for the new season. How do I get my posBoss subscription up and running.

I'm back! How do I get posBoss working again?

Maintenance and Updates

How to split payments by item to get individual tax receipts.

How do I create separate GST Tax invoices from a tab?

How do I email a receipt to a customer from posBoss?

Emailing Receipts to customers

Instructions for updating the posBoss app to version 5.0 on your iPads

posBoss Version 5.0 - how to update the posBoss iPad app.

Quick videos - orders, payment, refunds, tabs, accounts, printing, cash up, surcharge, wastage, hospo, email receipts and vouchers.

Using the posBoss iPad till app - team training.

Short video on how to navigate and use the posBoss iPad app

posBoss iPad app - The basics

How to transfer vouchers from another system or vouchers sold elsewhere into posBoss + dealing with discount vouchers

Managing old or discount vouchers

Short video on how to create an order on the app and some tips  - swipe and double tap.

posBoss iPad app - Creating an Order

Short video on creating, parking and managing a tab

posBoss iPad app - Customer Tabs

How to move items and orders between tabs and tables

Moving, merging and splitting tabs

Short video on how to process payments of an order or tab

posBoss iPad app - Processing Payments

Short video on how to process a refund in the app

posBoss iPad app - Refunds

Create frequently used tab numbers or names

How to use Pre-Defined Tabs

How to search and display menu items on the posBoss iPad app

Searching menu items on the posBoss iPad app.

Short video on setting up your printers in the app

posBoss iPad app - Printer Settings

How to create and manage customer accounts in the app

posBoss iPad app - Accounts

Short video on how to pay an account by clearing the balance so you can create an invoice summary for invoicing from your financial system.

posBoss iPad app - Clearing the balance on accounts

Short video on creating, taking payment and using prepaid vouchers

posBoss iPad app - Prepaid Gift Vouchers

How to archive or delete an account or voucher.

Archive an Account or Voucher

Short video on how to prepare and submit the cash up

posBoss iPad app - Cash Up

How to manage card tipping with posBoss

How do I change over posBoss on the iPads for a new owner or account?

Change over iPads to a new posBoss account (business changeover)

Short video on how to set up a surcharge for a public holiday

posBoss iPad app - Public Holiday Surcharges

Control your floor & calculate covers by setting up table maps

Setting up Table Layout

Short video on how to create and switch between menus

posBoss iPad app - Switching Menus

How to print an itemised summary and receipt for an account

Accounts - Printing or saving a PDF of an itemised summary

How can I look at what is voided on the till, and by whom?

How do I view voids in posBoss

How to change or remove posBoss from an old iPad and have the same till running on the new one.

Swap/switch the posBoss till app onto a new iPad

How to edit a tab name, print a tab summary or delete a tab

How to rename a tab

Need to reprint an order docket that was lost or didn't print?

How to reprint an order docket

Setting your iPad up so it won't install posBoss automatically (usually during service)

Set up manual updates on your iPad

Need to print to multiple / double dockets from one printer?

Print multiple order dockets or double dockets.

How to check your printer's IP Network address as it might have changed

Find your Star Ethernet printer's IP address

How do I record wastage? Why is my wastage button disabled or greyed out?

Wastage - How to record items as wastage.

posBoss Ipad App

Use one email address across a number of sites in posBoss

Multiple sites - Change my current posBoss logins to one master email address

How do I email an account summary to a customer or save a copy to attach to an invoice?

Email account summaries to customers

Print or PDF account summaries, reports, cash ups and more from the Management site

How do I print or save a PDF of a page on the posBoss Management site?

Where can I set up my printed and emailed customer receipts with my logo, GST/ABN and company information?

Receipt Settings - Where do I set up my receipts and GST / ABN?

How to create new menus and switch them live when ready.

Switching between menus

What is displayed in the Ingredients Moved Summary report?

Stock - Ingredients Moved Summary

Setting up your suppliers so you are reminded on the dashboard when ordering is due.

Order Reminders on the dashboard

How do I find an old transaction or order? How do I re-send a customer receipt?

History - of transactions and orders on the management site

What is displayed & what can you do with accounts & vouchers on the management site?

Accounts & Vouchers - Management Site

A daily snapshot of variances and sales progress based on your daily averages.

posBoss cash up reporting graph

Where do I find and how do I reset my posBoss password?

posBoss Passwords

How do I change the email address for my posBoss account login or subscription tax receipts?

Changing your posBoss email address / posBoss login / Billing email

How do I sell items by kilogram, gram, litre or millilitre?

Sell Items by Weight or Volume

Can I see a breakdown of sales by staff member?

Staff Sales Summary Reporting

Can we set up mod option sets or copy an item and its modifications?

Can I copy a mod group or duplicate an item's mods?

How to export your daily sales to Xero from posBoss

Sending posBoss cash ups to Xero

Season over or shutting down for a while? Can I put my account on hold?

Can I place my posBoss subscription on Hold?

Remove an ingredient from your stocktake or remove a product from posBoss altogether.

How to remove/add a product from your stocktake

Set up position / cover numbers on your dockets

Restaurant Setup - Table Positions

How print orders by section - entree, main and dessert etc

Restaurant Setup - Course Breaks

How do I set up recipe builder to calculate my cost of goods sold? How do I add products and suppliers?

Recipe Builder

How do I cash up? Make changes to a cash up? Export a cash up? Where do I change my float?

Cash Up

Improve comms at the pass & track which staff member created an order or made a payment.

Emoji Staff Logins - Initial Setup

Can I split up optional modifications into their own sections?

Making Sections for Optional Mods

How to set up new accounts for access to the posBoss Management Site.

Create Logins for the Management Site

How to update, rename or change pricing on a modification

How do I update or delete Mods?

How to enter invoices and run stocktake in posBoss

Stocktake and Stock Invoices

Optimal Menu Setup

posBoss Management Site - posbosshq.com

Review what payments are coming through stripe and what payments have failed.

Regulr Payouts - How to view what you're getting paid through Stripe

How do I accept orders? I can't see Regulr orders arrive.

Regulr - My outlet is LIVE, what now?

Planning your menu, prices, specials and discount strategies for mobile sales with Regulr

Regulr Success Step 1 - Plan your Specials and Discounts

Get your Regulr marketing promotions and materials complete and out in the wild!

Regulr Success Step 2 - Schedule and Complete Promotions

Review your Regulr promotions and tweak your marketing strategy to get the best results.

Regulr Success Step 3 - Test, Review and Tweak

How to display on Regulr when you are and aren't taking orders - when you are open or closed.

Regulr - How do I start and stop trading?

What are the options for payment with posBoss and Regulr?

Regulr - How can my customers pay when using Regulr?

Can I send an invoice to a Regulr customer? How does a Regulr customer change credit card after a payment failure

Regulr - Manually invoice a Regulr bill through Stripe

How to set up items on your Regulr menu so they print on order dockets.

Regulr - How do I get Regulr items to print or appear on Paperless?

How to add a time so customers can request when to pick up their treats

Regulr - How do I set up "Pick up time"

Can I communicate with customers in Regulr to tell them when it's ready?

Regulr - How can I add a contact number?

How do I handle age restricted sales through Regulr

Regulr - How do I handle age restricted sales?

How do I know who has or hasn't paid there Regulr bill and what can I then do about it?

Regulr - How do I find and manage failed payments?

Does Regulr allow for pick up and delivery options?

Regulr - Can I set up Delivery options?

Where do I see my Regulr sales on the dashboard and in reports?

Regulr - How do sales appear in cash ups and reporting?

Can regulr make a sound to notify when new orders arrive?

Regulr - Can it make a DING sound when orders come in?

I need to process a refund for a Regulr customer

Regulr - How to refund a Regulr payment in Stripe

How do I pay a mobile order off by cash or card?

How to pay off a Regulr tab in-store

How can I fix it up when a customer accidentally orders twice, or when I need to remove an order from their account.

Regulr - Remove a Regulr order from a mobile account.

How do I remove items that are not currently available in Regulr

Regulr - Is there a limit or countdown of items in Regulr?

Now you have Regulr live, how do you best promote it?

Regulr - Promote Promote Promote!

How do I remove my outlet from the Regulr app, and remove it from my posBoss account?

Regulr - How do I remove Regulr from my subscription

Regulr

How do I use Paperless? Show me the tips and tricks of Paperless orders.

Paperless - How to manage order dockets in Paperless

Can I get Paperless to make a sound when orders come in?

Paperless - How do I set up the Ding?

Paperless

How do I get a daily settlement from my Payclip? How do I disconnect it? Can I see my last transaction?

BNZ PayClip (new Verifone terminal) - Admin Functions / Disconnect

What do I need to change in posBoss to switch to a new integrated eftpos provider or change / replace a new terminal?

Changing/switching eftpos provider or replacing terminals

How to disconnect, manage settlements and enable or disable eftpos receipt information.

Tyro Eftpos - Tyro Settings Page

Can I refund tip amounts using Tyro and posBoss?