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