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Searching & Filtering Records
As your business grows, you will have hundreds or thousands of records — customers, sales orders,...
Understanding the Main Menu
Once you open an app in CloudFFL OS, you will see a top menu bar that runs across the top of the ...
The Dashboard
When you log into CloudFFL OS, the first thing you see is the home screen. Think of it as your fr...
Your User Profile & Settings
Your user profile controls your personal settings in CloudFFL — things like your name, password, ...
Cash Drawers & Payment Terminals
Cash Drawers & Payment Terminals If you run a retail counter, you may use a cash drawer and a cr...
Going Live — Test Mode to Production
Going Live — Test Mode to Production After you have verified that test payments work correctly, ...
Setting Up NMI Payment Terminals
Setting Up NMI Payment Terminals This guide walks you through connecting a physical card reader ...
Configuring Payment Methods
Configuring Payment Methods Once your NMI account is connected to CloudFFL, you need to configur...
Connecting Your NMI Account
Connecting Your NMI Account Before you can accept credit card payments through CloudFFL, you nee...
Voids & POS Refunds
Voids & POS Refunds Sometimes you need to cancel a payment or process a return at the register. ...
Issuing a Refund to a Card
Issuing a Refund to a Card When a customer returns an item or you need to reverse a charge, you ...
Taking a Payment on the Website
Taking a Payment on the Website Your CloudFFL website lets customers browse your inventory, add ...
Taking a Card Payment at the POS
Taking a Card Payment at the POS When a customer is standing at your counter ready to pay, the P...
Taking a Card Payment on a Sales Order
Taking a Card Payment on a Sales Order When a customer is ready to pay for a confirmed sales ord...
Authorize.net Configuration
Authorize.net Configuration After connecting your Authorize.net account, there are several confi...
Connecting Your Authorize.net Account
Connecting Your Authorize.net Account Now that the Authorize.net module is installed, you need t...
Enabling the Authorize.net Module
Enabling the Authorize.net Module Authorize.net is one of the most widely used payment gateways ...
NMI vs Authorize.net — Choosing Your Provider
NMI vs Authorize.net — Choosing Your Provider CloudFFL supports two payment gateways: NMI and Au...
How Payment Processing Works
How Payment Processing Works Understanding the basics of how card payments work helps you troubl...
Security & User Access Levels
Security & User Access Levels FastBound in CloudFFL uses a role-based security system with three...