How To's

How to setup your Profile picture
Chargezoom relies on the globally recognized avatar platform (used by WordPress.com and other sites), Gravatar.    Gravatar is free and takes just a few ...
Wed, Feb 24, 2021 at 2:47 PM
What is a Template?
A Template is a Product or Service set to be billed on a specified time frequency. With Chargezoom, you are able to fully customize multiple Templates down ...
Wed, Oct 12, 2022 at 12:26 PM
What is a Subscription?
A Subscription is a template that has been assigned to a Customer. A Subscription will automatically generate Invoices immediately payable by the Customer o...
Wed, Oct 12, 2022 at 12:21 PM
How do I Create a Template?
To create a Template, follow these steps: - From the "Dashboard," select the “Subscriptions: - While on the “Subscriptions” page, sel...
Wed, Oct 12, 2022 at 12:24 PM
How do I Create a Subscription?
- From the Dashboard, select the “Subscriptions” tab.  -  While on the “Subscriptions” page, select “Add New” button at the top right of the pag...
Wed, Oct 12, 2022 at 12:23 PM
How do I Create a Custom Checkout Page for a Template?
Every Template you create will also have an associated checkout page. If you need help creating a Template please view this FAQ: How do I create a Templa...
Wed, Oct 12, 2022 at 12:20 PM
How do I Add a Gateway / Credit Card Processing?
Follow these steps to add a new Gateway: - From the Dashboard, select the the "Integrations" drop-down menu and select "Merchant Gat...
Wed, Aug 11, 2021 at 5:10 PM
How do I Set the Default Gateway for Checkout Pages?
Follow these steps to set the default Gateway for checkout pages: - From the Dashboard, select the the "Integrations" drop-down menu and se...
Wed, Aug 11, 2021 at 5:14 PM
How do I process multiple Invoices? (One Customer)
Follow these steps to process multiple Invoices: - From the Dashboard, select "Customers." - While on the "Customers" pag...
Fri, Jan 7, 2022 at 11:09 AM
How do I add eCheck / ACH functionality?
Follow these steps to add eCheck functionality for a Customer: - From the Dashboard, select "Customers." - While on the "Customers&...
Wed, May 1, 2019 at 4:06 PM