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When a payment doesn't have a vendor invoice number or previous matching invoice, an invoice will need to be created or selected to apply the payment towards.  Payments that have the Edit Invoice action means the invoice needs to be edited to supply correct information...

The GreatAmerica Payments page allows users to create and submit an invoice for the corresponding payment to your accounting integration for payments paid thru GreatAmerica.  The page can be accessed from the left-hand three bar menu, or on the Overview page by clicking Review Now...

To create a New GreatAmerica integration, contact ConnectBooster support. Navigate to Settings>Integrations.  Edit the Settings on the GreatAmerica integration.  Add the Dealer Key provided by GreatAmerica.  Edit the Sync From Date to be the date to start importing payments from GreatAmerica. Click Reset. Modify the Invoice...

Use this command to allow another application to authenticate a ConnectBooster user and login into the ConnectBooster portal without having to enter credentials. Configuration: Add a Custom Integration using the LoginWithToken Command.  Select Post or Get for the Method type.  Modify the URL to the address of the...

The Custom integration type supports Web Request Commands allowing you to use data from your own system for supported commands. For example, the GetInvoiceImage command allows you to use your own PDF invoices when viewing invoices. To add a new Custom integration type, please contact ConnectBooster...

Each Custom integration command requires the configuration of a web request. When the command is used, a request is sent to a provided URL using the configured settings. For example, when using the GetInvoiceImage command the request is sent when an invoice is viewed. Tokens Tokens are...

Use this command to provide a custom invoice image as a PDF document. The custom invoice image is displayed when an invoice is viewed. Configuration: Add a Custom Integration and create a Web Request for the GetInvoiceImage command Next, go to Settings > Configurations > Billing ...