Billfold

If you’re gearing up for an annual event or festival, this list will have you ready long before doors open.

Operational Checklist: Events and Venues

Device: Transaction & Checkout Flow

items can easily be added or subtracted from your shopping cart prior to checking out an order.

Device: Adjusting Items In The Cart

Processing a refund on the POS is easy and can be completed in just 3-steps

Device: Processing a Refund on the POS

Keep your POS dry and in the shade to avoid damage to electronic components.

Device: Overheating & Water Damage

Billfold POS devices provide intelligent in app messaging to keep you aware of the condition of your device while operating.

Device: Device Warnings

Refunds can be issued by a manager on the POS device or in the Organizer Dashboard.

Dashboard: Issue a Refund

Allow your customers to save time by setting up a cashless account before they arrive to your venue or event.

Billfold Wallet: Online Registration

Permanently delete your Billfold Wallet account and remove all associated data in just a few quick steps.

Billfold Wallet: How to Delete Your Account

Step-by-step guide to deleting your saved card information from your Billfold Wallet account.

Billfold Wallet: How to Remove a Linked Card from Your Billfold Wallet

Duplicate a previous event precisely to swiftly and effortlessly generate a new one.

Dashboard: Copy to Create a New Event

For permanent installations, such as nightclubs, transferring licenses from a previous event can be a huge time-saver.

Dashboard: Transfer Licenses to a New Event

This guide will walk you through the steps of adding employees using the Billfold Dashboard, ensuring seamless employee management.

Dashboard: Adding Employees & Access PINs

This article explains how to create revenue centers and revenue center groups, along with how to modify existing ones.

Dashboard: Creating and Adjusting Revenue Centers

The Centralized Menu Management in Billfold Bartender 3.11.5+ lets you manage all menu items from one place.

Dashboard: Centralized Menu Management

Adding a few menu items is easy in the Billfold Dashboard. This is a walkthrough of manually adding and updating items in revenue centers.

Dashboard: Create & Update Menu Items

Remove menu items from your POS temporarily by archiving them or permanently by deleting them.

Dashboard: Delete or Archive Menu Items

This feature enables you to create custom groupings or categories for Revenue Centers.

Dashboard: Creating Revenue Center Groups

How to add modifications with and without upcharges onto a menu item using Modifier Groups.

Dashboard: Add Modifiers to Menu Items

Employees of your choosing can apply discounts and promos once they are configured.

Dashboard: Adding and Changing Discounts

Instructions on how to top-up, delete, or block a wristband are available. I

Dashboard: Wristband Actions

Each RFID Credential has a unique UID that can be associated with your event prior to it taking place.

Dashboard: Importing Credentials UIDS

Add promo cash for guests by using their UIDs.

Dashboard: Add Promotional Values to Wristbands

A resource for Vendors to view orders and reports.

Dashboard: Vendor Orders & Reports

Connect a printer to print customer check receipts for tabs and automatic payment receipts for quick orders, tabs, and refunds.

Printing Customer Checks and Payment Receipts

This article explains how to remove an event license from your device, create licenses in the dashboard, and assign new licenses to your devices.

Hardware: Licensing Your Devices

This article will provide an overview of how to create an event from scratch, including the various settings and options you can enable.

Dashboard: How to Create an Event from Scratch

This article will provide an in-depth review of the Billfold Time & Attendance feature, covering setup, operation on the POS, and reporting.

Dashboard: Time Tracking

This article will review what Billie does and how to use it to ensure your success 24/7.

Dashboard: Billie AI

General how-to guides for the Billfold POS platform

How-To

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.