Popular Articles

  1. An organization has missing invoices

    Last Updated: 01/31/2024 in FAQ
    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...

  2. How do I reconcile or match my deposits?

    Last Updated: 01/31/2024 in FAQ
    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 & ...

  3. What is the typical flow of invoices?

    Last Updated: 01/31/2024 in FAQ
    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...

  4. Sage Intacct Setup Guide

    Last Updated: 02/02/2024 in Configurations Integrations Accounting Sage Intacct
    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  + ConnectBooster & Sage Intacct Deployment Guide Over...

  5. Invoice Image Data

    Last Updated: 02/02/2024 in Configurations Configurations Billing
    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 Select Default Invoice PDF This setting allows you to set a...

  6. 2-Factor for Organizations

    Last Updated: 02/02/2024 in Configurations Configurations Client Users
    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 2-Factor Authentication for Organizations This function allow...

  7. Report Types

    Last Updated: 02/02/2024 in Reports
    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 select the various reports using the Reports drop-down...

  8. Internal Notifications

    Last Updated: 02/02/2024 in Configurations Configurations Internal Settings
    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 section configures which email messages are sent to the ...

  9. Ad Card Best Practices & Examples

    Last Updated: 02/02/2024 in General
    Ad card use specifications and ideas

  10. Organization Credits

    Last Updated: 02/02/2024 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 ...
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