New Articles

  1. Branding

    Created On: 03/05/2019 in General
    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 This is where you set your customer portal color theme, changi...

  2. Basic Information

    Created On: 03/05/2019 in General
    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 General Settings + Basic Information This section of the gene...

  3. Customization Overview

    Created On: 03/05/2019 in General
    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 general settings drop-down in the left-hand menu is where ...

  4. Viewing Invoices

    Created On: 03/05/2019 in Organizations
    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 summary of an invoice can be viewed from multiple areas in...

  5. Transaction History

    Created On: 03/05/2019 in Organizations
    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 New and old transactions processed with the organization are d...

  6. Invoice History

    Created On: 03/05/2019 in Organizations
    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 You may view current open or old invoices from the tenant admi...

  7. Setting up Organization AutoPay

    Created On: 03/05/2019 in Organizations
    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 Autopay section of the Organization Profile is where y...

  8. Payment Methods

    Created On: 03/05/2019 in Organizations
    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 On the Organization Profile, the "Payment Methods" section lis...

  9. Organization Credits

    Created On: 03/05/2019 in Organizations
    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 Credit Memos and Unapplied Payments On the Overview overview ...

  10. Payments Calendar

    Created On: 03/05/2019 in Organizations
    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 calendar shows a visual interpretation on when upcoming pa...
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