Skip to main content

Getting Started with Point of Sale Solution Basics Plan

December 12, 2025

Description

How to get started with your Point of Sale Solution Basics Software Plan

What's in this article?

Software Plan: Basics
 

Congratulations on choosing Point of Sale solution!  The Basics Software Plan is the base software option for the Point of Sale Solution. It includes estimates, invoicing, reporting, an integrated Virtual Terminal, QuickBooks® integration, basic inventory and employee management, discounts and multi-location management. 

Get started setting up your Point of Sale Solution Basics Software Plan:

1.  Log in to Point of Sale Solution Back Office

The Point of Sale solution has a web-based back office, which you the power to run your business from anywhere by accessing up-to-the-minute data from any browser. Please check your email account for an email from “Bank of America…" with your login credentials. This email includes the enrollment link and your username.

To log in to Point of Sale Solution Back Office for the first time


  1. Click the link in your enrollment email.
  2. Type in your username, which you will find in your email, and create a password.
  3. When prompted to complete a two-factor authentication, enter the code sent to the email you provided on file.
  4. Write down the new password as you will need it for future access. 

You are now logged into the Back Office. For additional login assistance such as help with resetting a password, check out Point of Sale Solution Back Office Login.


2.  Set up your business

When logged into the Point of Sale Solution Back Office, take a tour get familiar with the system and complete the tasks that are essential to your business:

Basic settings


From the Basic Settings options, set up your employees as users, add your products or services to your inventory, and build your receipt:


Transactions


Set up Fraud Management for your business. When you begin making transactions, you can view and manage transaction activity:


Virtual Terminal


Use the Virtual Terminal to make a one-time transaction or set up Recurring Billing:

Estimates and invoices 


If your business will provide estimates and invoices to your customers, set up the templates for your estimates and invoices:


Customers


Create new customer records and manage customer information.


Discounts


 Create and manage your discounts.


QuickBooks


If you use QuickBooks, you can integrate your Point of Sale Solution. 


3. Test a transaction

You are ready to test a transaction. Create an order using your Virtual Terminal to your test item. 

4. Manage transactions and reporting

As you begin taking payments in Point of Sale Solution, you can view and manage transactions, including reviewing transactions that have been flagged as potentially fraudulent. Review the reports that are available on the Basic Plan to help you manage your business. 

You may receive a chargeback or dispute related to a transaction. Monitor for disputes through your Merchant Services account in online banking and respond to them promptly. Your monthly statements will also be available within the online banking Merchant Services account. 


Did you find this article helpful?