How can we hep?
Guides, answers, and troubleshooting for Final POS
About Final POS
1 articleAccount & Billing
3 articles- How-to2 min read
How to view and change your plan
View your plan and usage in the Merchant Hub, and change your plan or manage your subscription through the Stripe Portal.
Read article → - How-to2 min read
How to update your billing payment method
Update your billing payment method in the Merchant Hub — add a credit or debit card, set your default, and remove cards you no longer use.
Read article → - How-to2 min read
How to manage your billing and view invoices
Manage your billing in the Merchant Hub — review your Current Billing Period and estimated fees, plan and usage, payment methods, and installed extensions, and view your invoices.
Read article →
Manage
27 articles- Explainer2 min read
Introduction to Team: Users & Roles
The Team section manages who can use your Merchant Hub and Stations, split into Users and Roles, including how to add users and create a new role.
Read article → - Explainer6 min read
Introduction to Reports: financials, sales & sessions
The five Merchant Hub reports — Financial Summary, Sales Breakdown, End of Session, Employee Sales, and Transactions — with filtering and export options.
Read article → - How-to2 min read
How to read your Sales Breakdown report
Read the Sales Breakdown report in the Merchant Hub — a detailed breakdown of individual transactions, with sales cards, charts, and the Orders table.
Read article → - How-to3 min read
How to read your Financial Summary
Read the Financial Summary report in the Merchant Hub — three summary charts plus detailed sections covering sales, tax, payments, refunds, card processing, staff, and tips.
Read article → - How-to2 min read
How to read your Employee Sales report
Read the Employee Sales report in the Merchant Hub — see individual employee performance, with KPI cards, the Top Performers and Sales by Role charts, and a per-employee breakdown.
Read article → - How-to2 min read
How to add a product
Add a product to your catalog in the Merchant Hub — set its name, identifiers, pricing and tax, inventory, and outlets, then save.
Read article → - Explainer2 min read
Introduction to Dashboard
The Dashboard is the first page in the Merchant Hub — a store overview of sales, payments, top products, and staff, with period filters, comparison, quick actions, and export.
Read article → - Explainer2 min read
Introduction to Customers: records & order history
The Customers section is your customer directory — each record linked to that customer's orders — with search, bulk actions, merging, tags, notes, a spending summary, and order history.
Read article → - How-to2 min read
How to export your reports
Export any report in the Merchant Hub — open a report, set your date range and filters, then download it as CSV, Excel (XLSX), or PDF.
Read article → - How-to2 min read
How to find and view orders
Find and view orders in the Merchant Hub — search and filter the orders list, then open an order to see its items, totals, customer, notes, and refund history.
Read article → - How-to2 min read
How to read your Transactions report
Read the Transactions report in the Merchant Hub — the full transaction log of individual sales and refunds, with totals, search, filters, and export.
Read article → - How-to2 min read
How to manage your branding
Manage your branding in the Merchant Hub — set your company name and logo and choose your brand colors, with a live preview before you save.
Read article → - How-to2 min read
How to add and manage outlets
Add and manage outlets in the Merchant Hub — your store locations. Set each outlet's name, address, tax rates, and payment account, and use them across stock, reports, and stations.
Read article → - How-to2 min read
How to use the Media Library
Use the Media Library in the Merchant Hub to upload and manage your images — add product photos, set alt text, copy image URLs, and delete what you no longer need.
Read article → - How-to2 min read
How to read your End of Session report
Read an End of Session report in the Merchant Hub — a station session's closing report, with session info, KPI cards, charts, and detailed sections including the cash drawer reconciliation.
Read article → - How-to2 min read
How to set up a tax group
Set up a tax group in the Merchant Hub — group one or more tax rates, optionally compound them or set per-outlet rates, then assign the group to products.
Read article → - How-to2 min read
How to add a team member
Add team members in the Merchant Hub — invite a Hub User by email, or create a PIN-based POS User for ringing up sales at terminals.
Read article → - How-to2 min read
How to create a role
Create a role in the Merchant Hub and set its permissions to control what team members can access — then assign the role when you add a user.
Read article → - How-to2 min read
How to add and manage customers
Add customers in the Merchant Hub and manage them — capture their details, group them with tags, add private notes, and see their order history.
Read article → - How-to2 min read
How to transfer stock between outlets
Move inventory from one outlet to another with a stock transfer — choose the source and destination, set quantities, send it, and mark it received at the destination.
Read article → - How-to2 min read
How to import products in bulk
Bulk-import products into the Merchant Hub — upload a CSV or Excel file, map your columns to fields, preview the changes, and run the import.
Read article → - How-to2 min read
How to create attributes
Create attributes in the Merchant Hub — the reusable options (like Size or Color) and their values that you use to build product variants.
Read article → - How-to1 min read
How to organize products with categories
Group your products with categories in the Merchant Hub — create categories, nest subcategories, and assign products to them.
Read article → - How-to2 min read
How to adjust stock
Adjust a product's stock in the Merchant Hub — pick the outlet and a stock action (received, returned, damage, theft, loss, or a recount), then save.
Read article → - How-to3 min read
How to set up variants for your products
Set up variants on a product in the Merchant Hub — add attributes in the Attributes & Variations section, generate variants from their values, and set each variant's price.
Read article → - Explainer2 min read
Introduction to Orders: statuses, details & refunds
The Orders section records every transaction in your store — what was sold, how it was paid, who rang it up, and refunds — with order statuses and details.
Read article → - Explainer4 min read
Introduction to Products: catalog, stock & categories
Build and maintain your catalog in the Merchant Hub: the Product List, adding products, adjusting stock, categories, attributes, and stock transfers.
Read article →
Merchant Hub
8 articles- Explainer2 min read
Introduction to Media Library
The Media Library is where all your images live in the Merchant Hub — upload once and reuse them across products, with views, search, filters, sorting, and per-image details.
Read article → - FAQ2 min read
Troubleshooting and FAQ
Answers to common Merchant Hub questions — a missing Pay menu, products not at the till, offline Stations, the Apple Pay last-four, refund issues, and missing menu items.
Read article → - Explainer4 min read
Merchant Hub Settings: company, taxes & more
Settings is where you configure how your store behaves — General, Outlets, Taxes, Import/Export, Branding, and API Keys.
Read article → - Reference2 min read
Merchant Hub Glossary
Definitions of key Merchant Hub and Final POS terms — from Attribute and Company to Tax Group, Station, Flow, and Virtual Station.
Read article → - Explainer1 min read
Introduction to Flow Library
The Flow Library is a collection of pre-built checkout flows you can install into your store from the left menu, then manage in Your Flows.
Read article → - Explainer1 min read
Introduction to Extensions
Extensions add new capabilities to the Merchant Hub — some built by Final, others by partners — and can be installed or uninstalled from the left menu.
Read article → - Explainer1 min read
Introduction to Billing
Billing shows what your store is charged for and when — upcoming charges, invoices, payment method, billing address, and usage against your plan limits.
Read article → - Explainer2 min read
Getting Started with the Merchant Hub
What the Merchant Hub is, how to set up your store, supported devices and browsers, and who can see what based on user type and role.
Read article →
Pay
15 articles- Explainer2 min read
Getting paid faster: standard vs. instant payouts
The practical difference between standard and instant payouts — standard follows your schedule at no extra cost, while instant payouts get your money to you within minutes for a small fee.
Read article → - Explainer2 min read
Final Pay pricing: how much does it cost?
Final Pay pricing explained — pay-as-you-go card rates by region, plus the add-ons for Amex, instant payouts, and third-party transactions, with no setup or monthly fees.
Read article → - How-to3 min read
How to configure Tips
Configure tipping for Final Pay checkout in the Merchant Hub under Pay → Setup — enable tips, set percentages and labels, customize the Custom and No tip buttons, and reset to default.
Read article → - Reference4 min read
Terminal Guide - WisePad 3
How the WisePad 3 Bluetooth terminal works with Final Pay — a portable reader you pair from Station Settings on a Native Station — plus connecting, taking payments, and troubleshooting.
Read article → - Reference4 min read
Terminal Guide - BBPOS WisePOS E
How the BBPOS WisePOS E works with Final Pay — a countertop reader with a large customer-facing touchscreen — plus pairing, taking payments, and troubleshooting.
Read article → - Explainer3 min read
Payouts, Balances & Funding
Understand your Final Pay balance, manage standard and instant payouts to your bank, set your payout schedule, and explore financing in the Funding area.
Read article → - Explainer2 min read
Payment Setup: account & cardholder signatures
Manage your Payment Account and request cardholder signatures in the Merchant Hub under Pay → Setup. For tipping, see How to configure Tips.
Read article → - How-to2 min read
How to connect a Printer
Connect a receipt printer to a Native Station from Station Settings, then set paper size, receipt template, and cash-drawer behavior, and print a test receipt.
Read article → - Reference4 min read
Terminal Guide - Stripe Reader M2
How the Stripe Reader M2 works with Final Pay — a compact Bluetooth reader for mobile payments — plus pairing, taking payments, and troubleshooting.
Read article → - How-to4 min read
How to connect a terminal
Connect a payment terminal (card reader) to a Station — the pairing-code flow for cloud terminals, and the Bluetooth flow for the Stripe Reader M2.
Read article → - Reference4 min read
Terminal Guide - Stripe Reader S700
How the Stripe Reader S700 works with Final Pay — a smart Android reader for countertop or handheld use — plus pairing, taking payments, and troubleshooting.
Read article → - Reference4 min read
Terminal Guide - Stripe Reader S710
How the Stripe Reader S710 works with Final Pay — a next-gen smart reader with Wi-Fi, Ethernet, and cellular — plus pairing, taking payments, and troubleshooting.
Read article → - Explainer4 min read
Managing Payments, Refunds & Disputes
Review your transaction history, issue refunds, and respond to disputes from the Final Pay Payments area in the Merchant Hub.
Read article → - Explainer4 min read
Getting Started with Final Pay
Set up payment processing in the Merchant Hub so you can accept cards, wallets, and contactless payments with Final Pay, powered by Stripe.
Read article → - Explainer1 min read
Pay: Payments, Payouts & Funding
An overview of the Pay area in the Merchant Hub — set up payments, take and manage payments, and get paid — with links to the step-by-step Pay guides.
Read article →
Run
17 articles- How-to3 min read
How to take a Tap to Pay payment
Take a contactless payment with Tap to Pay — turn a supported iPhone or NFC-equipped Android into the card reader, and have the customer tap their card or phone to pay.
Read article → - How-to2 min read
How to set up a Native Station
Set up a Native Station — the point-of-sale that runs in the Final POS app on an Apple or Android device. It registers automatically when you open the app on the device and sign in.
Read article → - How-to2 min read
How to ring up a sale
Build an order at the till — add catalog items to the cart, adjust the lines, and go to checkout to take payment.
Read article → - How-to1 min read
How to park an order and retrieve it
Save a sale for later at the till — with items in the cart, open Cart actions and choose Park order, then bring it back later from Parked orders.
Read article → - How-to2 min read
How to make a refund
Refund an order from the Orders tab at your station — open the order, select Refund, choose the items (or all), and Proceed. Refunds return to the original payment method.
Read article → - How-to2 min read
How to generate an End of Session report
Generate an End of Session report by closing a session on your station, then view and print it from Session Reports on Station Home — or download a copy from the Merchant Hub.
Read article → - How-to2 min read
How to install and configure a checkout flow
Install and configure a checkout flow in the Merchant Hub — browse the Flow Library, install a flow that defines how your stations check out, and adjust its settings.
Read article → - How-to1 min read
How to apply a discount
Discount a sale at the till — apply a discount to the whole cart or to a single item, by percentage or a fixed amount.
Read article → - How-to2 min read
How to split a payment across multiple tenders
Take a single sale across more than one tender — for example part cash and part card. Enter each amount on the split screen and pay it off until the balance reaches zero.
Read article → - How-to3 min read
How to take a payment at checkout
Take payment at checkout by tapping a payment button from your flow's grid. Cash: enter the amount received and give change. Card (Final Pay): the amount goes to your reader or Tap to Pay.
Read article → - How-to2 min read
How to enable Cash Management on your flow
Turn on Cash Management for a flow in the Merchant Hub under Run → Your Flows → flow settings → Station Home, so Stations track the cash drawer for each session.
Read article → - How-to3 min read
How to open a session
Start your shift by opening a session at the till. Covers getting to Station Home on a Native or Virtual Station, the Open New Session step, PIN, and the opening cash float.
Read article → - Explainer3 min read
Native Station vs. Virtual Station
How Native and Virtual Stations differ and the features unique to each. A Native Station runs in the Final POS app on a device; a Virtual Station runs in a web browser.
Read article → - How-to2 min read
How to set up a Virtual Station
Set up a Virtual Station — the point-of-sale that runs in any web browser. Create it in the Merchant Hub under Run, then open its URL and sign in. No app required.
Read article → - How-to2 min read
How to make a Custom Sale
Ring up an off-catalog item at the till with the Custom sale tab — enter a name and amount, optionally apply a tax group, and add it to the cart.
Read article → - Explainer2 min read
Run: open your point-of-sale and manage Stations
An overview of Run in the Merchant Hub — open your point-of-sale on a Native or Virtual Station — with links to Station setup, sessions, sales, and refund guides.
Read article → - Explainer7 min read
Station Home: open, close, and switch sessions in Run
Everything Station Home does in the Run app: open and close sessions, switch users, manage cash, and review session reports and transactions — all from the home screen of a Station.
Read article →
Terminal
11 articles- How-to2 min read
How to set up Final Terminal for the first time
The first-run setup on a Final Terminal — sign in, select your company and outlet, name the terminal, run a test payment, and choose your employee PIN.
Read article → - Explainer2 min read
Terminal Settings overview
The settings available on Final Terminal — General, Printer, Receipts, Payment terminal, Environment Data, Tax, Advanced Settings, and Reset Device — opened from the menu.
Read article → - How-to1 min read
How to view your transactions
See the payments taken on your Final Terminal — open Transactions from the menu, filter by date, search by amount, receipt, or employee, and tap one for details.
Read article → - How-to2 min read
How to view session reports
Review past sessions on your Final Terminal — open Sessions from the menu, filter by date, search, and tap a session to open its report.
Read article → - How-to2 min read
How to close a session
Close your session on Final Terminal from the menu — review the session summary, tap Close session, and confirm to get the close-out report.
Read article → - Explainer1 min read
Terminal Menu Overview
The Final Terminal menu — your open-session summary and a Close session button, plus links to Transactions, Sessions, and Settings, and the option to switch users.
Read article → - How-to1 min read
How to switch users on the terminal
Hand the terminal to another employee — from the menu, tap the switch-user icon, choose the employee, and enter their PIN.
Read article → - How-to1 min read
How to take a Quick Charge
Take a one-off card payment in Final Terminal with Quick Charge — enter an amount, optionally add a tip, take the payment, and print or email the receipt.
Read article → - How-to1 min read
How to issue a Quick Refund
Refund an order in Final Terminal with Quick Refund — find the order (search by amount, receipt, or employee), select Refund, and the money goes back to the original card.
Read article → - How-to1 min read
How to take a MOTO payment
Take a keyed, card-not-present (MOTO) payment in Final Terminal — enter the transaction amount, then key in the customer's card details to charge it.
Read article → - Explainer2 min read
Getting Started with Final Terminal
What Final Terminal is — software for taking card payments on a dedicated Stripe smart terminal (currently the Verifone V660p and Stripe Reader S700) — and its three options: Quick Charge, Quick Refund, and MOTO.
Read article →