New Articles

  1. API Security Key for Payments from Other Tools

    Part 1: Creating A New BNG Gateway User Navigate to Options --> Settings General Options --> User Accounts Click Link to Add A New User Complete Required User Profile Fields Set User Permissions as Shown *Optional: If y...
  2. New Internal Email Notifications

    August 15th, 2019 You asked, we listened! Customers requested a few Quality-of-Life improvements for system notifications (internal facing). Our update includes three brand new email notifications. The new notifications are: Payment Method Chang...
  3. 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. ...
  4. Email Best Practices

    While email is never 100% guaranteed on reaching its destination, there are some steps your organization can take to help ensure  your emails have the best chance. SPAM Considerations Content of emails: What is actually in your email can aff...
  5. QuickBooks Version Support

    What versions of QuickBooks Desktop do we support? We officially support the software versions that Intuit still maintains and actively governs customer support. This is typically the past 3 years of Pro/Premier/Enterprise releases. While older ver...
  6. Pay Now Release

    March 15th, 2019 Getting Paid by your clients just got a whole lot easier! This long awaited and exciting feature is finally here! “ Pay Now ” enables the ability for your clients to pay invoices online, anytime 24/7   without re...
  7. GreatAmerica Payments

    Payments The GreatAmerica Payments page allows users to create and submit an invoice for the corresponding payment to your accounting integration for payments paid through GreatAmerica. The page can be accessed from the left-hand three bar menu, or...
  8. GreatAmerica Invoice

    Edit Invoice When a payment does NOT have a vendor invoice number or previous matching invoice, an invoice will need to be created or selected to apply the payment towards.  Payments that have the "Edit Invoice" action means the invo...
  9. QuickBooks - Online Setup

    To Connect: Login to your mycompanyprefix.connectboosterportal.com Navigate to   Settings + Configurations + Integrations Click on the QuickBooks Online integration card. Select “Connect to QuickBooks” Enter your...
  10. Email Tracking

    October 2nd, 2018 Click Level Email Tracking With this ConnectBooster update, you can now seamlessly find out if customers are opening their email notifications! This can be added to your monthly subscription to tell when specific events happen o...