Updated Articles

  1. Client Profiles

    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 Navigate to Configurations + Client Users + Client Profiles  ...

  2. 2-Factor Authentication

    Last Updated: 02/02/2024 in Configurations Configurations Internal Settings
    Enable two-factor authentication for your ConnectBooster account

  3. 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 ...

  4. Internal User Profiles

    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 area controls what permissions employee or internal staff...

  5. Internal Users

    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 Grant access to other team members Navigate to Configurations...

  6. Internal: Payment Methods

    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 This section allows you to select which Payment Methods are gl...

  7.  Pay Now

    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 What is "Pay Now"? “Pay Now” enables your clients to pay invo...

  8. 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...

  9. Gateway

    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 This is your Integrated Gateway system. What exactly is a ...

  10. Accounting

    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 Setting the Primary Accounting Package Selecting the primary...
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