Set Up
- Make/Model for Packages
- Setup Auto Billing
- Set up Memberships
- What's New with Packages?
- Payrix EMV Device Setup - Link 2500
- Setup an e-Check Return Fee
- Review Activity Type Billing Configurations
- Set Up Billing Packages
- How do I Setup Surcharges?
- Customizing Invoices and Statements
- Track Fuel Reimbursements and Billing Preferences
- Set up taxes
- Set up Payment Methods
- Set up Account Payment Items (for accepting money on account)
- Set up Product & Service items
- Set up Accounts
- Billing Hub Setup Overview
- Set up Price Groups
- Setting up QuickBooks Online Integration
- Set up MagTek Credit Card Reader / Swiper
- Using Automatic Fuel Charges