How To's
Follow these steps to customize Customer emails: - From the Dashboard, select the "Configuration" drop-down menu and then select &quo...
Thu, Aug 19, 2021 at 3:00 PM
The Customer Portal is a portal hosted and branded by you as the Merchant where Customers can go to view and manage any outstanding Invoices, Subscriptions,...
Thu, Feb 25, 2021 at 3:18 PM
Follow these steps to find your API credentials: - From the Dashboard, select the "Configuration" drop-down menu and then select "API.&qu...
Thu, Feb 25, 2021 at 3:20 PM
Follow these steps to setup new User accounts: - From the Dashboard, select the "Configuration" drop-down menu and then select "Admin Use...
Thu, Feb 25, 2021 at 3:32 PM
Follow these steps to create custom roles for Users: - From the Dashboard, select the "Configuration" drop-down menu and then select "Adm...
Thu, Aug 19, 2021 at 3:43 PM
Follow these steps to customize your Invoice numbering: - From the Dashboard, select the "Configuration" drop-down menu and then select "...
Thu, Feb 25, 2021 at 3:50 PM
Follow these steps to customized the Customer login page: - From the Dashboard, select the "Configuration" drop-down menu and then select &qu...
Wed, May 1, 2019 at 4:02 PM
Follow these steps to save Customer Credit Cards: - From the Dashboard, select "Customers." - While on the "Customers" page...
Thu, Feb 25, 2021 at 3:56 PM
Yes, Chargezoom works with many hosted solutions such as Right Networks. If you are a Right Networks user with a QuickBooks Desktop Integration, you on...
Tue, Mar 9, 2021 at 1:35 PM
Follow the steps below to set up surcharging: 1. From the dashboard, select the Configuration tab from the menu. 2. Select Surcharging from ...
Thu, Aug 26, 2021 at 5:21 PM