Payfirma HQ Mobile App User Guide. What’s Coming Up 1.0Downloading the App 2.0Signing In 3.0Account Settings 4.0How to Process a Transaction 5.0How to.

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Presentation transcript:

Payfirma HQ Mobile App User Guide

What’s Coming Up 1.0Downloading the App 2.0Signing In 3.0Account Settings 4.0How to Process a Transaction 5.0How to Process a Refund 6.0Troubleshooting Tips

1.0Downloading the App You will need an Apple ID and Password to download from the App Store. This can be setup at Step 1Click the App StoreStep 2Search for Payfirma HQ Install the Free app Step 3Open the Payfirma app

2.0Signing In Step 1 Open the Payfirma app Click Sign In Step 2 Enter Username Enter Password

3.0Account Settings Step 1 Select the Settings button Step 2 Select Receipt Settings Step 3 Enter your business name and receipt s address

4.0Processing a Transaction Step 1 Make sure Sale is highlighted. Enter Sale amount Enter Description (optional) Step 2 Have customer sign on the screen Step 3 Enter customers’ address Sale is Complete!

5.0Processing a Refund Step 1 Select transaction from Transactions Log Step 2 Select Issue Refund button Step 3 Make sure Refund is highlighted. Tap Submit Refund is Complete!

6.0Troubleshooting Tips If you are using a swiper Make sure the volume of your device is set to the maximum level Swipe the card with the magnetic strip facing away from you You can swipe left to right and right to left If the app crashes or freezes, close the Payfirma HQ app out 1.Double tap the home button of your iOS device 2.Tap and hold the Payfirma HQ icon until a (-) icon appears on the top left corner 3.Tap on the (-) icon to remove the app from the app tray. 4.Re-launch the Payfirma HQ app.