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Knowledge Base
Customer Portal
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
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Training and How-To Videos
Training Video 1 - Welcome Screen
Training Video 2 - Controlling Features & Functions
Payment Processing
Payment Gateways Supported
Controlling Customer Payment Methods - Sage 300 and Sage Intacct
Disallow Specific Invoice Payments
Admin Portal - Payment Setup Options
Add a Click to Pay Link to Sage Intacct Invoice Forms
Frequently Asked Questions
Salesperson Features
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
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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
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