How To's

What is a Subscription Template?
A Subscription Template is a Product or Service set to be billed on a specified cadence. With Chargezoom, you are able to fully customize multiple Templates...
Tue, Nov 5, 2024 at 10:54 AM
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...
Tue, Nov 19, 2024 at 3:57 PM
How do I Create a Subscription Template?
To create a Subscription Template, follow these steps: - From the "Dashboard," select the “Subscriptions:  - While on the “Subscripti...
Tue, Nov 19, 2024 at 3:54 PM
How do I Create a Subscription?
- From the Dashboard, select the “Subscriptions” tab.  -  While on the “Subscriptions” page, select “+ Add New” button located on the right side o...
Tue, Nov 19, 2024 at 4:07 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 Template?...
Tue, Nov 19, 2024 at 4:33 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" page...
Tue, Nov 19, 2024 at 5:05 PM
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 "Custo...
Tue, Nov 19, 2024 at 5:16 PM
How Do I Customize Customer Emails?
Follow these steps to customize Customer emails: - From the Dashboard, select the "Configuration" drop-down menu and then select "Emai...
Wed, Nov 20, 2024 at 10:31 AM
How Do I Set Up My Customer Portal?
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,...
Wed, Nov 20, 2024 at 10:51 AM
How Do I Find My API Credentials?
Follow these steps to find your API credentials: - From the Dashboard, select the "Configuration" drop-down menu and then select "API.&qu...
Wed, Nov 20, 2024 at 11:03 AM