From the dashboard go to the customer tab Select the specific customer to go to their customer profile At the bottom of the page you will see al...

From the Dashboard go to the credit card sale tab Choose a customer , select an invoice (if the customer has one), if not enter an amount, and put in ...

From the dashboard click on Invoices Select specific invoices with the check box on the left  Click on the Batch actions drop down and click on ema...

From the dashboard click on Credit Card > Sale Choose a customer Then select the invoice you want to Partially Pay Change the total to what ever p...

In QBD you will go to your customers and click on customer center which will give you the list of all the customers Right click on a specific customer fr...

From the Dashboard on Chargezoom click on Invoices Click on a specific invoice number This will bring you to the invoice details  Copy the Publ...

Run the web connector sync by selecting the application and clicking Update Selected Observer what happens in the Status box. The last result should e...

Make sure QuickBooks and the Web Connector are open when doing this.  If error still occurs: Verify company file is not corrupt and clean the data if ne...

Login to https://developer.intuit.com/ with your QBO account Click Dashboard Create app for Chargezoom in the Intuit dashboard Click Quick...

Email template allows you to add Images and marketing material using HTML. However, you just need to know some HTML. 1- In Chargezoom, go to the Config...