How Do I?

iPad Maintenance

Tips to keep your iPad running smoothly to run posBoss

Written by Brent Wimmers
Updated over a week ago

Close and Restart the posBoss iPad App

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

Written by Brent Wimmers
Updated over a week ago

Delete and Reinstall the posBoss iPad App

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

Written by Brent Wimmers
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.

Written by Brent Wimmers
Updated over a week ago

Add another iPad to your posBoss setup

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

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.

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

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.

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Customer Tabs

Short video on creating, parking and managing a tab

Written by Brent Wimmers
Updated over a week ago

Moving, merging and splitting tabs

How to move items and orders between tabs and tables

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

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Refunds

Short video on how to process a refund in the app

Written by Brent Wimmers
Updated over a week ago

How to use Pre-Defined Tabs

Create frequently used tab numbers or names

Written by Brent Wimmers
Updated over a week ago

Searching menu items on the posBoss iPad app.

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

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Printer Settings

Short video on setting up your printers in the app

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Accounts

How to create and manage customer accounts in the app

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Clearing the balance on 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.

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

Written by Brent Wimmers
Updated over a week ago

Archive an Account or Voucher

How to archive or delete an account or voucher.

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Email Receipts

Short video on how to send a receipt by email

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

Written by Brent Wimmers
Updated over a week ago

How to manage card tipping with posBoss

How do I add card tips to a bill?

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Entering existing pre-paid vouchers into posBoss

How do I transfer all my old vouchers into posBoss?

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Public Holiday Surcharges

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

Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Switching Menus

Short video on how to create and switch between menus

Written by Brent Wimmers
Updated over a week ago

Accounts - Printing or saving a PDF of an itemised summary

How to print an itemised summary and receipt for an account

Written by Brent Wimmers
Updated over a week ago

How do I view voids in posBoss

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

Written by Brent Wimmers
Updated over a week ago

Setting up Table Layout

Control your floor by setting up table maps

Written by Brent Wimmers
Updated over a week ago

Swap the posBoss till app onto a new iPad

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

Written by Brent Wimmers
Updated over a week ago

How to rename a tab

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

Written by Tricia Andersson
Updated over a week ago

How to reprint an order docket

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

Written by Tricia Andersson
Updated over a week ago

Set up manual updates on your iPad

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

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?

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

Written by Brent Wimmers
Updated over a week ago

Wastage

How do I record wastage?

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Switching between menus

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

Written by Brent Wimmers
Updated over a week ago

Stock - Ingredients Moved Summary

What is displayed in the Ingredients Moved Summary report?

Written by Brent Wimmers
Updated over a week ago

Order Reminders on the dashboard

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

Written by Brent Wimmers
Updated over a week ago

History - of transactions and orders on the management site

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

Written by Brent Wimmers
Updated over a week ago

Accounts & Vouchers - Management Site

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

Written by Brent Wimmers
Updated over a week ago

posBoss cash up reporting graph

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

Written by Brent Wimmers
Updated over a week ago

posBoss Passwords

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

Written by Brent Wimmers
Updated over a week ago

Changing your posBoss email address / posBoss login / Billing email

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

Written by Brent Wimmers
Updated over a week ago

Sell Items by Weight or Volume

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

Written by Brent Wimmers
Updated over a week ago

Staff Sales Summary Reporting

Can I see a breakdown of sales by staff member?

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Sending posBoss cash ups to Xero

How to export your daily sales to Xero from posBoss

Written by Brent Wimmers
Updated over a week ago

Can I place my posBoss subscription on Hold?

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

Written by Brent Wimmers
Updated over a week ago

How to remove/add a product from your stocktake

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

Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Table Positions

Set up position / cover numbers on your dockets

Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Course Breaks

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

Written by Brent Wimmers
Updated over a week ago

Recipe Builder

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

Written by Brent Wimmers
Updated over a week ago

Cash Up

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

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.

Written by Brent Wimmers
Updated over a week ago

Making Sections for Optional Mods

Can I split up optional mods into their own sections?

Written by Brent Wimmers
Updated over a week ago

Create Logins for the Management Site

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

Written by Brent Wimmers
Updated over a week ago

How do I update or delete Mods?

How to update, rename or change pricing on a mod

Written by Brent Wimmers
Updated over a week ago

Why am I now paying for Regulr and Paperless?

Forgot to remove Safe Hands Initiative from my subscription. What do I do now?

Written by Brent Wimmers
Updated over a week ago

Stocktake and Stock Invoices

How to enter invoices and run stocktake in posBoss

Written by Brent Wimmers
Updated over a week ago

Optimal Menu Setup

Tips on how to best set up your menu

Written by Brent Wimmers
Updated over a week ago

Regulr - Customer unable to order but account shows nothing is owing / cancel invoice.

Regulr account is showing $0 owing but customer unable to / has failed to pay and received an invoice

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Regulr - My outlet is LIVE, what now?

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

Written by Brent Wimmers
Updated over a week ago

Regulr Success Step 1 - Plan your Specials and Discounts

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

Written by Brent Wimmers
Updated over a week ago

Regulr Success Step 2 - Schedule and Complete Promotions

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

Written by Brent Wimmers
Updated over a week ago

Regulr Success Step 3 - Test, Review and Tweak

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

Written by Brent Wimmers
Updated over a week ago

Regulr - How do I start and stop trading?

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

Written by Brent Wimmers
Updated over a week ago

Regulr - How can my customers pay when using Regulr?

What are the options for payment with posBoss and Regulr?

Written by Brent Wimmers
Updated over a week ago

Regulr - Manually invoice a Regulr bill through Stripe

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Regulr - How can I add a contact number?

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

Written by Brent Wimmers
Updated over a week ago

Regulr - How do I handle age restricted sales?

How do I handle age restricted sales through Regulr

Written by Brent Wimmers
Updated over a week ago

Regulr - How do I find and manage failed payments?

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

Written by Brent Wimmers
Updated over a week ago

Regulr - Can I set up Delivery options?

Does Regulr allow for pick up and delivery options?

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Regulr - How to refund a Regulr payment in Stripe

I need to process a refund for a Regulr customer

Written by Brent Wimmers
Updated over a week ago

How to pay off a Regulr tab in-store

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

Written by Brent Wimmers
Updated over a week ago

Regulr - Remove a Regulr order from a mobile account.

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Regulr - Promote Promote Promote!

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

Written by Brent Wimmers
Updated over a week ago

Regulr - How do I remove Regulr from my subscription

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

Written by Brent Wimmers
Updated over a week ago

Paperless - How to manage order dockets in Paperless

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

Written by Brent Wimmers
Updated over a week ago

Paperless - How do I set up the Ding?

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

Written by Brent Wimmers
Updated over a week ago

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

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

Written by Brent Wimmers
Updated over a week ago

Changing/switching eftpos provider or switching terminals

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

Written by Brent Wimmers
Updated over a week ago

BNZ PayClip (old) - Login to PayClip on posBoss

How to login to the BNZ PayClip in the posBoss iPad Till App.

Written by Brent Wimmers
Updated over a week ago

BNZ PayClip (old) - Admin Functions

How to check for updates to the PayClip software, toggle contactless payments and enable signature verification.

Written by Brent Wimmers
Updated over a week ago

BNZ PayClip (old) - Taking payments

How payments work when posBoss is integrated with PayClip

Written by Brent Wimmers
Updated over a week ago

BNZ PayClip (old) - I forgot my PIN

How to get back on track when you can't remember your BNZ 6-digit PIN

Written by Brent Wimmers
Updated over a week ago

Tyro Eftpos - Tyro Settings Page

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

Written by Brent Wimmers
Updated over a week ago

Tyro - Can I refund a Tip made on Tyro with posBoss integration?

Can I refund tip amounts using Tyro and posBoss?

Written by Brent Wimmers
Updated over a week ago

Tyro - Can I refund a surcharge amount made on Tyro with posBoss integration?

Can I refund a portion/total amount of a surcharge using posBoss and Tyro?

Written by Brent Wimmers
Updated over a week ago

Tips and Surcharges with Smartpay SmartConnect

How does the tipping and surcharge work with posBoss and Smartpay terminals?

Written by Brent Wimmers
Updated over a week ago

Square - Processing payments

Processing a payment with posBoss and Square.

Written by Brent Wimmers
Updated over a week ago

Square - Process a refund

How to process a refund with posBoss and Square.

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...

Written by Brent Wimmers
Updated over a week ago

Reports - Custom Reports

Run sales totals, compare or combine items, mods or tags over custom date ranges.

Written by Brent Wimmers
Updated over a week ago

Reports - Hospo Wastage Refunds

Written by Brent Wimmers
Updated over a week ago

Reports - Items Ordered Summary

Written by Brent Wimmers
Updated over a week ago

Reports - Sales Category Summary

Written by Brent Wimmers
Updated over a week ago

Reports - Sales Transaction Summary

Written by Brent Wimmers
Updated over a week ago