The document provides a guide for using the Payfirma POS app on an iPad, detailing the sign-in process and navigation through various menus such as terminal, transactions, inventory management, and settings. Users can manage payments, view sales history, edit inventory, customize receipts, and configure tax and printer settings. It also includes instructions on accepting payments in Canadian or US dollars and enabling tipping features.

1. Getting Started with Tablet POS
Payfirma
©2013

2. Signing In
Open the Payfirma POS app on your iPad.
Select Sign In to access your store.
You’ll need your Email Address and Password.

3. Navigating Your Store
Your Profile Menu gives you access
to your store’s settings through the
following menus:
• the Terminal
• My Transactions
• Inventory Managements
• Receipt Settings
• Tipping
• Tax Settings
• Currency
• Printer Settings
You can find your Profile Menu by
tapping on the orange tab on the
upper left corner of each page.

4. Terminal
The Terminal is where all
transactions take place.
From here you can:
• Take a payment using
cash, credit and check
• Add custom items
• Apply discounts
• Change item quantities

5. My Transactions
My Transactions is where
your sales history is stored.
From here you can:
• Search for a transaction
• Do a full or partial
refund
• Re-send an email
receipt
• Print a receipt

6. Inventory Management
Inventory Management is
your inventory hub.
From here you can:
• Add new products
• Edit products
• Delete products
• Add items to your
Favorties tab

7. Receipt Settings
Receipt Settings lets you
personalize your email
receipts.
From here you can:
• Create a custom note
• Choose to show the
Credit Card Signature
on your receipts

8. Tipping
You can turn the Tipping
function on and off to let
your customers thank you.
Turning Tips on will enable:
• Tip by percentage
• Tip by $ value
• Auto-calculate Total

9. Currency
The Currency toggle allows your
store to accept payments in either
Canadian or US Dollars.
The Currency function will only be
available to merchants who have a
US Dollar and Canadian Dollar
merchant account.

10. Tax Settings
Tax Settings houses your
tax rates.
From here you can:
• Add tax rates
• Delete tax rates
• Turn default taxes on
and off

11. Printer Settings
Printer Settings is where
you configure your printing
hardware.
From here you can:
• Connect to a wireless
printer
• Connect a Bluetooth
printer
• Connect to a
countertop printer