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

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

Dashboard: Creating Revenue Center Groups

How to create modifier groups and how to add modifications to a menu item using Modifier Groups.

Dashboard: Creating Modifier Groups and Add Modifier Groups to 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.

How To: Time & Attendance

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

Dashboard: Billie AI

Configure percentage-based fees to offset credit card processing costs. This guide covers setting default rates by card network, managing event-level overrides, and tracking surcharge revenue in your sales reports.

How to: Credit Card Surcharging

Reward Rules allow you to offer automatic discounts to customers based on the card they use. The system identifies the card’s BIN (the first 6–8 digits) during a transaction and…

How To: BIN Rewards

Update Billfold apps via Remote Pushes or the Application Manager. This guide covers version pairing (BRT/CSTM), hardware reconfiguration, and the use of the Billfold Store to manage device software.

How To: Updating and Downloading Applications

Limit user access to specific events using User and Event Groups. Learn how to create groups, manage default permissions, and link users to specific event sets for better dashboard security.

How To: User and Event Groups

How To: The Billfold Training Master

Set up sections, configure physical table layouts, and manage open customer tabs using visual venue floor plans. This guide covers dashboard configuration, role permissions, and terminal operations in the Bartender…

How To: Table Management

Create and manage a master product catalog for your venue. Learn how to set up catalog categories, configure item variations, build catalog-based menus, and manage price overrides.

Dashboard: Managing Global Catalog for Centralized Menus

Track stock levels, configure stock locations, and manage venue inventory. Learn how to enable item tracking, perform bulk updates, transfer stock, and automate deductions on sales and refunds.

Dashboard: Billfold Stock Management

Issue complimentary item discounts directly to guest RFID wristbands. Learn how to create reusable Benefit templates, assign benefits individually or during bulk import, and redeem items at the POS.

How To: Wristband Benefits

Reserve funds on a customer's bank card to secure open tabs. Learn how to configure default authorization limits, manage auto-increments, handle card reassignments, and close out tabs at checkout.

How To: Card Pre-Authorization for Tabs

Waive taxes or remove service charges from customer carts and open tabs. Learn how to set employee role permissions, apply overrides at the POS, and track manager approvals in the…

How To: Tax Exemption & Service Charge Exclusion

Enable delayed payment captures on tabs to allow post-transaction tip adjustments and full payment voids. Learn how to configure delay windows, set employee permissions, and adjust tips in the Bartender…

How To: Delayed Payment Capture & Tip Adjustment

Manage tab ownership, filter open orders, reassign tabs between employees, merge or split guest tabs, and open empty tabs in the Bartender app.

Tab Management: Ownership, Reassigning, Merging, and Splitting

General how-to guides for the Billfold POS platform

How-To

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