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 account your open A/R resides under
- Specify the "Undeposited Funds" ledger
- This is a holding area where we reconcile payments made via the ConnectBooster portal
- Once you see the money deposited into your bank account, you can fully "Make the deposit" within your accounting package
- This is a holding area where we reconcile payments made via the ConnectBooster portal
- Hide Invoices With Term(s)
- Here you can choose invoice terms you would like to have hidden within the portal. These terms are pulled directly from your accounting package.
- Use Case: You issue VoIP invoices separately and you do not want clients to access them via ConnectBooster as they are paid through a separate third-party service.
- Here you can choose invoice terms you would like to have hidden within the portal. These terms are pulled directly from your accounting package.
- Option to hide "Zero Dollar Invoices
- (Usually time tracking/non-billable invoices)
- Check this option if your organizational structure does a lot of "Parent - Child" type billing. Turning this on will display on the the company name, in addition to the invoice number on the customers "open invoice screen".
- Not needed if your agreements "roll-up" bill a single client, and that client doesn't need to know the origin.