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If invoices are appearing in ConnectBooster, but they have been deleted from Quick Books, try using this feature. On the Administration side of ConnectBooster, navigate to Setup > Accounting > Accounting Sync     Tick the "Verify Content For Next Sync:" checkbox. Save the changes.   Run the Web Connector sync utility...

What triggers AutoPay? When are the invoices paid? Answer: AutoPay is driven by the due date of the invoice. Hence payment terms are critical. Example: If the invoice date is the 1st of the month and you modify the Client's agreement settings to have billing terms of...

I have payments failing to sync. What do I do? What causes this?   This indicates a payment made in ConnectBooster has been rejected when the sync attempted to record the payment receipt into your QuickBooks This can commonly happen if one (or more) of the invoices to which the payment...

How do I issue a refund? Answer: Refunds are issued through the BNG Gateway. Log in at www.bnggateway.com, find the transaction using the Reports feature and the Search Transactions box, click on the Transaction ID link to access the details page. Once there select and confirm Refund...

Why isn't my client's agreement available for Auto-Pay? Why isn't the agreement showing up in the client's portal? Answer: There are two common reasons an agreement is not visible in the auto-pay section of your client's portal profile. The agreement is no longer active or has not...

System generated emails are not being sent or are not being received. Resolution: These emails may be diverted into folders or spam, always check alternate locations to confirm if this may be the cause. If you are using the advanced notification SMTP feature, double check that the...