Billfold

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

New Event Checklist: Festivals & Events Customers

POS: Transaction & Checkout Flow

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

POS: Adjusting Items In The Cart

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

POS: Processing a Refund on the POS

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

POS: Overheating & Water Damage

POS: Billfold Dual Screen POS & Offline Mode

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

POS: Device Warnings

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

Billfold Wallet: Online Registration

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

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

POS: Issue a Refund

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

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

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

Billfold Wallet: How to Delete Your Account

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

General how-to guides for the Billfold POS platform

How-To

Find answers and get help from Intercom Support and Community Experts

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