Articles
Payments Failing to Sync
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Payments Failing To Sync: This indicates a payment made in Co...
WebConnector Sync Errors and Best Practices
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Sync Failures for QuickBooks Desktop Due to the manner in whi...
An organization has missing invoices
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm The preliminary action would be to check if the invoices indee...
I can't log in! Help!
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm The first thing to identify is who is the individual encount...
How do I issue a refund?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Refunds are usually issued through the BNG Gateway. This m...
How do I reconcile or match my deposits?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm The payments which are of types Visa, MasterCard, Discover & ...
What are these charges to my checking account?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Monthly Fees ConnectBooster billing is split between ConnectB...
What is the typical flow of invoices?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Invoice Life Cycle Typically when using a CRM/PSA tool and Ac...
What is a locked invoice, and how do I resolve this?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Locked Invoice Help If you received the "Locked Invoices Summ...
How can I better secure my accounts?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Best Practices for Securing Your Accounts with ConnectBooster...
What is a locked Payment Method, and how do I resolve this?
Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Locked Payment Method Help If you or a client is reporting a ...