Billing

Articles

Accounting
Setting the Primary Accounting Package Selecting the primary Accounting package integration with the first drop-down list will determine the data displayed in the portal. Specify the "Accounts Receivable" ledger This is the accoun...
Gateway
This is your Integrated Gateway system. What exactly is a Gateway? In a nut shell it’s what gives your ConnectBooster portal the ability to take payments. It’s a secure way of transmitting your end clients credit card/bank account ...
Invoice Image Data
Select Default Invoice PDF This section allows you to set which identical invoice copy you prefer clients can view & print out in detail. Options available and results depend on your connected accounting package. *Regardless of the setting, t...
 Pay Now
What is "Pay Now"? “Pay Now” enables your clients to pay invoices online, without requiring login to your ConnectBooster portal. This means clients can still pay you on the ConnectBooster system, even if they don't have ac...
Payment Methods
This section allows you to select which Payment Methods are globally accepted in the portal. Credit Card BankAccount (ACH/EFT) Disabling a form of payment will hide any preexisting credit cards or bank accounts on file. Clients will not be a...