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Knowledge Base
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Customer Portal
  • PayFabric for Sage 300
    • User Guides
    • What's New? Check Out the Latest Feature Additions
  • PayFabric for Sage Intacct
    • User Guides
    • What's New? Check Out the Latest Feature Additions
  • Customer Portal
    • Setup
    • Training and How-To Videos
    • Payment Processing
    • Frequently Asked Questions
    • What's New? Check Out the Latest Feature Additions
  • Dataport
    • FAQ
  • Contact Us
      Back to home
      1. Knowledge Base
      2. Customer Portal
      • PayFabric for Sage 300
        • User Guides
        • What's New? Check Out the Latest Feature Additions
      • PayFabric for Sage Intacct
        • User Guides
        • What's New? Check Out the Latest Feature Additions
      • Customer Portal
        • Setup
        • Training and How-To Videos
        • Payment Processing
        • Frequently Asked Questions
        • What's New? Check Out the Latest Feature Additions
      • Dataport
        • FAQ
      • Contact Us

      Customer Portal

      Customer Portal help

      Setup

      • User Manual - Setup and the Admin Portal
      • Sage 300 - Onboarding Portal - Let's Get Started
      • Sage Intacct - Setup
      • Sage 300 - Installing Connect
      • Router & Firewall Settings
      • Set Up A Custom URL For Your Portal
      • Setting up Slack and Teams Notifications
      • Payment Processing
      See more

      Training and How-To Videos

      • Training Video 1 - Welcome Screen
      • Training Video 2 - Controlling Features & Functions

      Payment Processing

      • Add a Click to Pay Link to Sage Intacct Invoice Forms
      • Payment Gateways Supported
      • Controlling Customer Payment Methods - Sage 300 and Sage Intacct
      • Disallow Specific Invoice Payments
      • Admin Portal - Payment Setup Options
      See more

      Frequently Asked Questions

      • Self Registration Options
      • Receipts - "Incomplete" Status
      • Pop-up Messages - Communicating with Portal Users
      • Sage 300 - Order Entry Notification Failures
      • Troubleshooting User Accounts
      • Automatically settling AR invoices
      • Notifications - keeping your staff informed
      • Salesperson Features
      See more

      What's New? Check Out the Latest Feature Additions

      • New Features in Q1 2023
      • New Features In Q4 2021
      • New Features in Q2 2021
      • New Features in Q4 2022
      • New Features in Q3 2022
      • New Features in Q3 2021
      • New Features in Q1 2021
      See more
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      support@north49.com
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