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How Do I?
How Do I?
A collection of articles on how to use and get the best out of posBoss
106 articles in this collection
Written by
Brent Wimmers,
posBoss Support,
and
AJ Takla
Maintenance and Updates
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
posBoss Ipad App
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
Emailing Receipts to customers
How do I email a receipt to a customer from posBoss?
Written by
Brent Wimmers
Updated over a week ago
posBoss Version 5.0 - how to update the posBoss iPad app.
Instructions for updating the posBoss app to version 5.0 on your iPads
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
Managing old or discount vouchers
How to transfer vouchers from another system or vouchers sold elsewhere into posBoss + dealing with discount vouchers
Written by
AJ Takla
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 - 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
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
Setting up Table Layout
Control your floor & calculate covers by setting up table maps
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
Swap/switch the posBoss till app onto a new iPad
How to change or 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
posBoss Support
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
posBoss Support
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 to record items as wastage.
How do I record wastage? Why is my wastage button disabled or greyed out?
Written by
Brent Wimmers
Updated over a week ago
posBoss Management Site - posbosshq.com
Multiple sites - Change my current posBoss logins to one master email address
Use one email address across a number of sites in posBoss
Written by
Brent Wimmers
Updated over a week ago
Email account summaries to customers
How do I email an account summary to a customer or save a copy to attach to an invoice?
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 modifications?
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 modifications 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 modification
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
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 this week
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 this week
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
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
Integrated Payments
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 replacing terminals
What do I need to change in posBoss to switch to a new integrated eftpos provider or change / replace a new terminal?
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 on your Eftpos terminal
How does the tipping and surcharge work with posBoss and the Smartpay and Verifone 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
The Did I Make Money Tool
What is the posBoss Did I Make Money Tool and how do I use it?
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