Articles
Payments Failing to Sync
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 accounting package. This can commonly happen if one (or more) of the invoices to which the p...
WebConnector Sync Errors and Best Practices
Sync Failures for QuickBooks Desktop Due to the manner in which QuickBooks/Intuit developed the Web Connector (WC), 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 ...
An organization has missing invoices
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...
I can't log in! Help!
The first thing to identify is who is the individual encountering this trouble? Is it an internal team member, or end client? As of 9/25/2023 ConnectBooster will begin to split the login URL's between those used by Internal Users and ...
How do I issue a refund?
Refunds are usually issued through the BNG Gateway. This may differ depending on your particular processing integration Log in at https://secure.bngpaymentgateway.com/ If you are unable to login, please contact the main account holder or s...
How do I reconcile or match my deposits?
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 3-5 b...
What are these charges to my checking account?
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...
What is the typical flow of invoices?
Invoice Life Cycle Typically when using a CRM/PSA tool and Accounting package, your invoice and payment workflow will look like this. ...
What is a locked invoice, and how do I resolve 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 Configurations + Internal Settings. In the event an invoi...
How can I better secure my accounts?
Best Practices for Securing Your Accounts with ConnectBooster ConnectBooster Portal Your ConnectBooster portal has Two Factor authentication options for both your internal team and organizations. 2FA is an excellent way to add additional securit...
What is a locked Payment Method, and how do I resolve this?
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...