payfirma hq mobile app user guide. what’s coming up 1.0downloading the app 2.0signing in...

Payfirma HQ Mobile AppUser Guide

What’s Coming Up

1.0 Downloading the App2.0 Signing In3.0 Account Settings4.0 How to Process a Transaction5.0 How to Process a Refund6.0 Troubleshooting Tips

1.0 Downloading the App

You will need an Apple ID and Password to download from the App Store.This can be setup at http://appleid.apple.com/ca/

Step 1Click the App Store Step 2Search for Payfirma HQInstall the Free app

Step 3Open the Payfirma app

2.0 Signing In

Step 1

Open the Payfirma appClick Sign In

Step 2

Enter UsernameEnter Password

3.0 Account Settings

Step 1

Select the Settings button

Step 2

Select Receipt Settings

Step 3

Enter your business name and receipt emails address

4.0 Processing a Transaction

Step 1Make sure Sale is highlighted.

Enter Sale amountEnter Description (optional)

Step 2

Have customer sign on the screen

Step 3

Enter customers’ email address

Sale is Complete!

5.0 Processing a Refund

Step 1

Select transaction from Transactions Log

Step 2

Select Issue Refund button

Step 3Make sure Refund is highlighted.

Tap Submit

Refund is Complete!

6.0 Troubleshooting 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 out1. Double tap the home button of your iOS device2. Tap and hold the Payfirma HQ icon until a (-) icon appears

on the top left corner3. Tap on the (-) icon to remove the app from the app tray. 4. Re-launch the Payfirma HQ app.