2. What’s Coming Up
1.0 Downloading the App
2.0 Signing In
3.0 Account Settings
4.0 How to Process a Transaction
5.0 How to Process a Refund
6.0 Troubleshooting Tips
3. 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 1 Click the App Store Step 2 Search for Payfirma HQ
Install the Free app
Step 3 Open the Payfirma app
4. 2.0 Signing In
Step 1
Open the Payfirma app
Click Sign In
Step 2
Enter Username
Enter Password
5. 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
6. 4.0 Processing 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’email
address
Sale is Complete!
7. 5.0 Processing 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!
8. 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 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.
