How To's
To change your password, follow these steps: - From the "Dashboard" select the drop-down - Select 'Change Password' - A ...
Fri, Dec 10, 2021 at 3:58 PM
To update your payment information, follow these steps: - From the "Dashboard" select My Account - Under 'Payment Info' select t...
Fri, Dec 10, 2021 at 4:18 PM
You are not able to delete any invoices from the platform, but you can void them. How to Void - 2 Ways 1. Invoices | Select Invoice > Action >...
Wed, Jan 5, 2022 at 1:25 PM
How to Process Multiple Invoices for Different Customers 1. Ensure customers have payment information on file 2. Invoices | Select the invoices that...
Fri, Jan 7, 2022 at 11:32 AM
How to Update QuickBooks Desktop 1. Login to QuickBooks Desktop 2. Help > Update QuickBooks Desktop 3. Click Update Now 4. Click Get Update...
Fri, Jun 9, 2023 at 8:22 AM
Remove CC/ACH on File Click Customers | Select Customer Click View/Update to see Payment information for that customer Click the 'X'...
Thu, Jan 20, 2022 at 10:53 AM
Email an Invoice From the Merchant portal Invoices | Click invoice number > Click Email Invoice on the top right The email template will...
Mon, Jan 24, 2022 at 2:25 PM
Customer Portal is only available in Enterprise From the Dashboard, select the 'Configurations' drop-down, and select 'Customer Portal'...
Thu, Jan 27, 2022 at 9:47 AM
The customer portal is only available on Enterprise. From the dashboard select 'Customer' Select the 'Customer Name' to open up t...
Thu, Jan 27, 2022 at 3:40 PM
If you get a notification from your gateway that an ACH/eCheck payment fails, you can Void the transaction payment to reopen the invoice. Once the invoi...
Thu, Feb 17, 2022 at 3:46 PM