How Do I?

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

Brent Wimmers avatar Tricia Andersson avatar
79 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.
Brent Wimmers avatar
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
Brent Wimmers avatar
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.
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Customer Tabs

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

Moving, merging and splitting tabs

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

posBoss iPad app - Refunds

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

How to use Pre-Defined Tabs

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

posBoss iPad app - Printer Settings

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

posBoss iPad app - Accounts

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

Archive an Account or Voucher

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

posBoss iPad app - Email Receipts

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

Setting up Table Layout

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

posBoss iPad app - Switching Menus

Short video on how to create and switch between menus
Brent Wimmers avatar
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
Brent Wimmers avatar
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.
Brent Wimmers avatar
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.
Brent Wimmers avatar
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
Tricia Andersson avatar
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?
Tricia Andersson avatar
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)
Brent Wimmers avatar
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?
Brent Wimmers avatar
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
Brent Wimmers avatar
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
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Table Positions

Set up position / cover numbers on your dockets
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago
posBoss Management Site - posbosshq.com

posBoss Reports

What kind of reporting does posBoss have and how do they work?
Brent Wimmers avatar
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?
Brent Wimmers avatar
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.
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Order Reminders on the Dashboard

How to set up Order reminders and suppliers for the the Today's Progress section of your dashboard.
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Stocktake and Stock Invoices

How to enter invoices and run stocktake in posBoss
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Sending cash ups to Xero

How to export your daily sales to Xero from posBoss
Brent Wimmers avatar
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
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Optimal Menu Setup

Tips on how to best set up your menu
Brent Wimmers avatar
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?
Brent Wimmers avatar
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 and manage my ingredients moved?
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Setting up Suppliers

How to set up suppliers on the management site for your products
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago
Regulr

Regulr - My outlet is LIVE, what now?

How do I accept orders? I can't see Regulr orders arrive.
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Regulr - How do I get Regulr items to print?

How to set up items on your Regulr menu so they print on order dockets.
Brent Wimmers avatar
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
Brent Wimmers avatar
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?
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Regulr - How do I start and stop trading?

How to show on Regulr when you are and aren't taking orders
Brent Wimmers avatar
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?
Brent Wimmers avatar
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
Brent Wimmers avatar
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?
Brent Wimmers avatar
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?
Brent Wimmers avatar
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
Brent Wimmers avatar
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
Brent Wimmers avatar
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
Brent Wimmers avatar
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?
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Regulr - Promote Promote Promote!

Now you have Regulr live, how do you best promote it?
Brent Wimmers avatar
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.
Brent Wimmers avatar
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?
Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago
Integrated Payments

BNZ PayClip - Login to PayClip on posBoss

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

BNZ PayClip - Taking payments

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

Square - Processing payments

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

Square - Process a refund

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