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Searching & Filtering Records

Welcome to CloudFFL OS

As your business grows, you will have hundreds or thousands of records — customers, sales orders,...

Updated 4 hours ago by CloudFFL OS

Understanding the Main Menu

Welcome to CloudFFL OS

Once you open an app in CloudFFL OS, you will see a top menu bar that runs across the top of the ...

Updated 4 hours ago by CloudFFL OS

The Dashboard

Welcome to CloudFFL OS

When you log into CloudFFL OS, the first thing you see is the home screen. Think of it as your fr...

Updated 4 hours ago by CloudFFL OS

Your User Profile & Settings

Welcome to CloudFFL OS

Your user profile controls your personal settings in CloudFFL — things like your name, password, ...

Updated 5 hours ago by CloudFFL OS

Cash Drawers & Payment Terminals

System Setup

Cash Drawers & Payment Terminals If you run a retail counter, you may use a cash drawer and a cr...

Updated 9 hours ago by CloudFFL OS

Going Live — Test Mode to Production

Payment Processing NMI Setup

Going Live — Test Mode to Production After you have verified that test payments work correctly, ...

Updated 9 hours ago by CloudFFL OS

Setting Up NMI Payment Terminals

Payment Processing NMI Setup

Setting Up NMI Payment Terminals This guide walks you through connecting a physical card reader ...

Updated 9 hours ago by CloudFFL OS

Configuring Payment Methods

Payment Processing NMI Setup

Configuring Payment Methods Once your NMI account is connected to CloudFFL, you need to configur...

Updated 9 hours ago by CloudFFL OS

Connecting Your NMI Account

Payment Processing NMI Setup

Connecting Your NMI Account Before you can accept credit card payments through CloudFFL, you nee...

Updated 9 hours ago by CloudFFL OS

Voids & POS Refunds

Payment Processing Refunds & Voids

Voids & POS Refunds Sometimes you need to cancel a payment or process a return at the register. ...

Updated 9 hours ago by CloudFFL OS

Issuing a Refund to a Card

Payment Processing Refunds & Voids

Issuing a Refund to a Card When a customer returns an item or you need to reverse a charge, you ...

Updated 9 hours ago by CloudFFL OS

Taking a Payment on the Website

Payment Processing Taking Payments

Taking a Payment on the Website Your CloudFFL website lets customers browse your inventory, add ...

Updated 9 hours ago by CloudFFL OS

Taking a Card Payment at the POS

Payment Processing Taking Payments

Taking a Card Payment at the POS When a customer is standing at your counter ready to pay, the P...

Updated 9 hours ago by CloudFFL OS

Taking a Card Payment on a Sales Order

Payment Processing Taking Payments

Taking a Card Payment on a Sales Order When a customer is ready to pay for a confirmed sales ord...

Updated 9 hours ago by CloudFFL OS

Authorize.net Configuration

Payment Processing Authorize.net Setup

Authorize.net Configuration After connecting your Authorize.net account, there are several confi...

Updated 9 hours ago by CloudFFL OS

Connecting Your Authorize.net Account

Payment Processing Authorize.net Setup

Connecting Your Authorize.net Account Now that the Authorize.net module is installed, you need t...

Updated 9 hours ago by CloudFFL OS

Enabling the Authorize.net Module

Payment Processing Authorize.net Setup

Enabling the Authorize.net Module Authorize.net is one of the most widely used payment gateways ...

Updated 9 hours ago by CloudFFL OS

NMI vs Authorize.net — Choosing Your Provider

Payment Processing Understanding Payment Processing

NMI vs Authorize.net — Choosing Your Provider CloudFFL supports two payment gateways: NMI and Au...

Updated 10 hours ago by CloudFFL OS

How Payment Processing Works

Payment Processing Understanding Payment Processing

How Payment Processing Works Understanding the basics of how card payments work helps you troubl...

Updated 10 hours ago by CloudFFL OS

Security & User Access Levels

FastBound Integration Setup & Configuration

Security & User Access Levels FastBound in CloudFFL uses a role-based security system with three...

Updated 10 hours ago by CloudFFL OS