Updated Articles

  1. 2-Factor for Customers

    2-Factor Authentication for Customers This function allows you to further secure your client's account login via one-time use, SMS text messages. If enabled on your portal , ALL Customer logins will immediately be forced to enroll on their ne...
  2. What are these charges to my checking account?

    Monthly Fees ConnectBooster billing is split between ConnectBooster software, Payment Gateway Virtual Terminal, and the merchant processing fees. Since these are separate services, they get billed separately – it just so happens ConnectBooste...
  3. How can I better secure my accounts?

    Best Practices for Securing Your Accounts with ConnectBooster ConnectBooster Portal Your ConnectBooster portal has Two Factor authentication options for both your internal team and customers. 2FA is an excellent way to add additional security th...
  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. Email Delivery Options

    Custom "FROM" address Setting the "FROM" Email address in the portal will change the appearance of the email address displayed in your customer's email client (inbox).  Benefits: Utilize our email server Improved re...
  6. Customer Credits

    Credit Memos and Unapplied Payments On the customer overview page, any outstanding credit memos or Unapplied payments will be shown for the customer. This is a view only option and cannot be acted upon in the portal. To use/apply an available credi...
  7. Open Invoices

    From the Profile Overview page, you can directly pay invoices. Selecting one or multiple invoices will allow you to use the "Pay Selected" option to quickly make a payment on the client's behalf. The red alarm clock dictates thi...
  8. Balance

    Customer Overview Balance This is simply the quick view of the customer's current account status. It is a reflection of the items that currently exist in our system (your records may differ if a synchronization has not been recently run). ...
  9. Customer Details

    Customer Details Click on the Customer Details section to see the full list of contacts. Here you may grant a customer access to the portal, view and individually manage all of a customer's associated contacts. The "Sort By" ...
  10. Customer Search

    Use the global search in the top right of the application to search for customer information. Results will show for: Company Names Contact info (first and last names, email addresses) Invoice Numbers Transaction Reference Number  In...