Follow these steps to set up new user accounts: - From the Dashboard, select the "Configuration" drop-down menu "User Management" ...

Follow these steps to create custom roles for Users: - Select the "Configuration" drop-down menu from the Dashboard and then select "User...

Follow these steps to customize your Invoice numbering: - From the Dashboard, select the "Configuration" drop-down menu and then select "...

Follow these steps to customize the Customer login page:  - From the Dashboard, select the "Features" drop-down menu and then select "Cus...

Follow these steps to save Customer Credit Cards: - From the Dashboard, select "Customers." - While on the "Customers" page...

How do I attach a PO number to an invoice? - From the dashboard select the "Payments" drop down.   - Once the drop down appears select &quo...

There are multiple ways to access an invoice and issue a refund within Chargezoom. From the Dashboard Recent payments displayed on the dashboard ...

Authorize a transaction Credit Card | Authorize > Customer Name > Amount (enter the amount to authorize) Select Card (or enter in new card informatio...

Enterprise is the only tier you can search/add new customers on the platform. Search for Customers Customers | Seach for Customer Add New Customer Custo...

Void a Transaction Transactions | Search the transaction you would like to void >  Under Action select the drop-down to Void Customers | Select Custome...