How To's

How To Process A Credit Card?
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 ...
Tue, Nov 19, 2024 at 4:37 PM
How To Batch Email Invoices?
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...
Tue, Nov 19, 2024 at 4:38 PM
How To Do A Partial Payment From Payments Tab?
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...
Tue, Nov 19, 2024 at 4:39 PM
Syncing Customer Name Correctly From QBD To Payportal
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...
Tue, Nov 19, 2024 at 4:40 PM
How to Attach a Payment Link to QB Email?
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...
Tue, Nov 19, 2024 at 4:40 PM
How to Troubleshoot the Webconnector?
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...
Tue, Nov 19, 2024 at 4:41 PM
What To Do When Receiving The XML Failed or Close Connection Error?
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...
Tue, Nov 19, 2024 at 4:42 PM
How To Add The Intuit Gateway?
Login to https://developer.intuit.com/ with your QBO account Click Dashboard Create app for Chargezoom in the Intuit dashboard Click Quick...
Tue, Nov 19, 2024 at 4:43 PM
How To Add Pictures To The Email Templates?
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...
Tue, Nov 19, 2024 at 4:44 PM
Can I Re-activate A Customer With My Xero Integration?
Unfortunately, Xero only allows deactivations, and do not support re-activations. Since they do not allow it payportal will not either.
Tue, Nov 19, 2024 at 4:46 PM