Features

Bank Wire Transfer Payment Method
The Bank Wire Transfer payment method works a little different than other payment methods. It simply collects information about the incoming transaction. Th...
Wed, 6 May, 2020 at 1:45 AM
Customer Files
Overview The Customer Files feature allows you to upload and associate files with your customers. You can also enable the option for your customers to have...
Wed, 6 May, 2020 at 1:46 AM
FullContact Social Integration
FullContact is a great way to pull social media data, icons, links into your portal so you can gain useful insights into your customers, their demographics,...
Wed, 6 May, 2020 at 1:47 AM
How Does eCheck (check draft) Payment Method Work
The GoToMyAccounts eCheck (aka Check Draft) payment method is different than all the other payment methods supported. Don't confuse this payment w...
Wed, 6 May, 2020 at 1:48 AM
How do I allow customers to view invoice attachments? (QB Online)
If you attach files to a QuickBooks Online invoice, your customer can view these attachments when opening their invoice in the portal. Can customers vie...
Wed, 6 May, 2020 at 1:49 AM
Offline Credit Card Payment Method
The Offline Credit Card payment method is an alternative credit card payment for cases where GoToMyAccounts does not have a direct integration with the card...
Wed, 6 May, 2020 at 1:50 AM
Setting up USAePay
USAePay support works similar to the other payment gateways. It supports saving of cards for future use. Credit card payments are now supported and ACH will...
Wed, 6 May, 2020 at 1:50 AM