SoftPOS Digital App User Guide

Through this step-by-step guide, you’ll learn how to:

Set up your account and log in for the first time
Invite new users (for business owners)
Accept payments via Tap to Pay, Pay by Link, and Invoice Creation
Track transactions, manage refunds, and share digital receipts

Welcome Email

Once onboarding is complete, you’ll receive a welcome email from Network International.
This email includes a link to activate your account and set your password.

Tap Set My Password in the email.
If you already have the app installed, the link opens it directly.
If not, you’ll be guided to set your password and download the app from the App Store or Google Play.

Create Account & Sign In

Tap the link in the email to open the Create Account screen.
Enter your password and tap Create Account.
Log in using your registered email and password.
Enter the 6-digit verification code sent to your email.
Create a 6-digit PIN for quick, secure access.
Optionally, enable Face ID for faster authentication.
Review and update your profile before proceeding to the home screen.

After signing up, you’ll be prompted to review and confirm your profile information.

Enter your name and phone number
Tap Update to save, or Skip if details are already correct

Once complete, you’ll be redirected to your Home screen where you can view:

Sales summary

Recent transactions

Quick access to features (Tap to Pay, Pay by Link, Invoice)

Account creation summary screeen with quick access features. — Review Account Information Screen.

Tap to Pay on iPhone Enablement

Tap Enable to start setup.
Link your Apple ID by tapping Continue with This Apple ID.
Follow the tutorial screens (tap Next to proceed).
Tap Got It on the final screen.
Wait for activation to reach 100%.
Once complete, you’ll see “You’re all set!”
You can run a Test Transaction to simulate a payment.

Test transaction details screen, on tap to pay.

Accepting Payments (Tap to Pay)

Tap Tap to Pay on the app’s home screen.
Enter the amount and tap Tap to Pay on iPhone.
Ask the customer to tap their card.
Once processed, the Done screen confirms the transaction.

Share Receipt

After a successful transaction, the Payment Completed screen appears.
You can review and share the receipt:

Email: Enter customer’s email → Send
SMS: Enter customer’s number → Send

Pay by Link

Tap Pay by Link.
Enter the amount → tap Generate Link.
A QR code and link are generated.
Share via email, SMS, or any available app.

Create Invoice

Tap Create Invoice.
Fill required fields → tap Invoice Summary.
Review details → tap Confirm Invoice or Preview Invoice.
Once sent, a confirmation message appears.

Add Item or Service

Tap Add Item or Service.
Enter details: description, amount, quantity.
Tap Save & Create Another or Next.
Manage items: add, remove, or confirm.

Choose & Create New Template

Tap Choose Template during invoice creation.
Select a saved template or Create New Template.
Enter name, subject, and message → tap Save.
Tap Use to apply a saved template.

Check out Pay-by-Link Email Templates.

Transactions (In-App)

From Transactions → In App, view all recent payments.
Use filters for Date Range, Terminal, or User.
Tap any transaction for details.

Refunds

Open the transaction → tap Refund.
Enter the amount or toggle Full Refund.
Confirm the refund.
Success: “Your refund has been completed.”
Failure: “Refund failed. Please try again later.”
Refunded transactions show as Refunded.

Voids

Open the transaction → tap Void.
Confirm to cancel the payment.
Once complete, “Transaction is voided” message appears.

Manage Products & Services – Terminals

Navigate to Manage Products & Services → Terminals.
View terminal list with Active or Blocked status.
Tap a terminal ID for details.
Tap Block Terminal or Remove Device as needed.
To reactivate, tap Unblock Terminal → confirm.

Pay by Link Configuration

Go to Manage Products & Services → Pay by Link Configuration.
Update details in each section:
- Email Settings
- Address Information
- Other Settings
Tap Apply Settings to confirm.
A confirmation message appears: “Settings applied successfully.”