FAQ

Payments Failing To Sync: This indicates a payment made in ConnectBooster has been rejected when the sync attempted to record the payment receipt into your QuickBooks . This can commonly happen if one (or more) of the invoices to which the p...

Sync Failures for QuickBooks Desktop Due to the manner in which QuickBooks/Intuit developed the Web Connector, the sync tool can NOT run as a background service. This limitation is one of the root causes for the instability issues, as we are forced...

The preliminary action would be to check if the invoices indeed exist in your accounting package (ex., QuickBooks). Do they have actual outstanding balances/amounts due? The foremost common solution is to make sure a synchronization with your accoun...

The first thing to identify is who is the individual encountering this trouble? Is it an internal team member, or end client?  Steps for Internal Employee  resolution: Have an administrator go to Settings + Configurations + Internal ...

Refunds are usually issued through the  BNG Gateway. This may differ depending on your particular processing integration Log in at  www.bnggateway.com Please contact the main account holder, or [email protected] to reset l...

The payments which are of types Visa, MasterCard, Discover & American Express that are run on the same day will be grouped together and deposited to you two business days after they were initiated. ACH payments will be grouped and deposit 3-4 b...

Monthly Fees ConnectBooster billing is split between ConnectBooster software, Payment Gateway Virtual Terminal, and the merchant processing fees. Since these are separate services, they get billed separately – it just so happens ConnectBooste...

Invoice Life Cycle Typically when using a CRM/PSA tool and Accounting package, your invoice and payment workflow will look like this. ...

Locked Invoice Help If you received the "Locked Invoices Summary" email, this was triggered as an internal system notification . This email preference can be configured under Settings + Configurations + Internal Settings. In the eve...

Best Practices for Securing Your Accounts with ConnectBooster ConnectBooster Portal Your ConnectBooster portal has Two Factor authentication options for both your internal team and customers. 2FA is an excellent way to add additional security th...

Ad card use specifications and ideas

Locked Payment Method Help If you or a client is reporting a Payment Method on file as being "Locked", this was triggered to prevent further usage of the card. This exists to stay in compliance with the Credit Card providers rules and reg...