This is where your IT company will learn about ConnectBooster's support and installation process.
Here, your MSP will get educated on things like the installation procedure, functionality and capability for your IT clients, the dashboard that your end-users will view and where to go to get help when needed.
There is a lot here. If you cannot find what you need, contact us by clicking here and filling out this form, so we may better serve you. (we'd put an email address on this page, but we are scared to death of being spammed)
|Payment Status||Description||Resolved?||Steps to Resolve|
|Complete||The payment has successfully synced to the primary accounting provider.||Yes|
|Pending Sync||The payment is flagged to sync to the accounting provider. The payment will move to Complete status when successfully synced.||No||No user action required. The payment will resolve after a successful accounting provider sync and move to Complete. The sync can be canceled and will reset the status to Incomplete.|
|Incomplete||The payment requires an invoice matching the payment amount. To resolve, an invoice must be created and submitted to sync with the accounting provider.||No||The customer will need to edit the invoice, matching the item total to the payment total. Once this is complete, the payment can be submitted. Submitting the payment will flag both the invoice and payment to sync to the primary accounting provider. The status is then moved to Pending Sync. Incomplete payments can also be Dismissed if the customer has no intention of resolving.|
|Dismissed||The payment has been ignored.||Yes|
|Pending Invoice||The payment has a vendor invoice but has not synced with the accounting provider.||No||No user action required. The payment will resolve after a successful accounting provider sync and move to Complete. This status can be moved to Dismissed Pending Invoice.|
|Dismissed Pending Invoice||A payment with a pending invoice that has been ignored.||Yes|
|Return||The payment is a return with a negative dollar amount.||No||Returns can only be dismissed and moved to Dismissed Return. The customer is responsible for resolving these payments in their accounting package.|
|Dismissed Return||A return that has been ignored.||Yes|