Billfold

Learn how to connect printers to POS devices and set up networks for common printer types used with Billfold POS.

Device: Printer Set Up and Troubleshooting

Billfold offers adjustable tip presets, allowing your attendees to tap a button and be on their way.

Dashboard: Tip Presets and Settings

The Organizer Dashboard serves as the main backend interface for event organizers, allowing them to edit customizable event details.

Dashboard: Billfold Organizer Dashboard

Round up your transactions and make a difference with “Billfold Give.”

Charity & Billfold Give

Events Tab

Go to the wristbands tab to see all registered wristbands; you can filter these bands in many different ways.

Wristbands

Presentations are a great way to feature products, future events or even paid advertisements from a sponsor.

Dashboard: Manage Presentations and Ad Banners

Polls or Surveys can gather information such as gauging guest demographics, marketing effectiveness, and future event interest.

Dashboard: Manage Polls

The Organizer Dashboard enables administrators to manage user access and permissions through role-based controls and invitation management.

Dashboard: Manage Users

If a chip or magstripe doesn't read, Billfold offers manual card entry. This article will outline how to enable it via your dashboard.

Feature: Manual Card Entry

Configure and manage percentage-based or fixed-amount service charges for revenue centers. Learn how to set default charges, assign tax rates, and modify existing fees.

Dashboard: Service Charges

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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