Updated Articles | ConnectBooster Support

New Internal Email Notifications

Last Updated: 08/19/2019 in Release notes

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...
Notifications

Last Updated: 08/15/2019 in Settings Configurations Internal Settings

Notifications This section configures which email messages are sent to the Internal Users of ConnectBooster. These emails are for activities triggered in the system, or by your clients. These emails are NOT customer facing. The Internal...
What is the typical flow of invoices?

Last Updated: 08/12/2019 in FAQ

Invoice Life Cycle Typically when using a CRM/PSA tool and Accounting package, your invoice and payment workflow will look like this. ...
Administration Overview

Last Updated: 08/12/2019 in Overview

The overview page gives you insight into your accounts receivable, upcoming payments, and system health. Please use the left hand side menu in order to navigate the other portal sections. Customers Reports Settings Subscriptions Onl...
Single Sign-On - ConnectWise

Last Updated: 08/06/2019 in Settings Configurations Client Users

Single Sign-On Follow the steps below to leverage ConnectBooster client functionality directly inside of the Manage Customer Portal. This allows for seamless service and billing functions for your customers as a one-stop-shop approach! Within your...
QuickBooks - Online Setup

Last Updated: 07/22/2019 in Settings Integrations Accounting QuickBooks

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...
GP Deployment Guide

Last Updated: 06/25/2019 in Settings Integrations Accounting Dynamics GP

ConnectBooster & Dynamics GP Deployment Guide V2.0 Overview Use this guide to learn how to install and configure ConnectBooster for use with Microsoft Dynamics GP. This guide includes step-by-step instructions for installing the ConnectBoos...
How do I issue a refund?

Last Updated: 05/31/2019 in FAQ

Refunds are usually issued through the BNG Gateway. This may differ depending on your particular processing integration Log in at www.bnggateway.com Please contact the main account holder, or [email protected] to reset l...
My customer has missing invoices

Last Updated: 05/31/2019 in FAQ

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...
Setting up the ConnectWise Manage integration

Last Updated: 05/31/2019 in Settings Integrations CRM/PSA ConnectWise

Creating an API Member These steps are required to get ConnectBooster syncing data from ConnectWise Manage. Note: Your ConnectWise Manage admin or another team member with elevated permissions may be needed to access some of the areas des...