Knowledgebase
Getting started
- Finding your way around your account
- Adding users and choosing what they can see
- Changing your password and turning on two-factor sign-in
- Keeping your business details up to date
- Why you are asked for a code on a new browser, and trusted browsers
- Customers and account numbers
- Why you are asked to agree to the Terms and Privacy Policy
- Changing the wording of the emails your customers get
- Asking the assistant about your own account
- How PayMidWare protects your account and your customers' payment details
- Signing in with an authenticator app
- Setting up Microsoft sign-in
- Letting your customers sign in to My account
- Learning with PayMidWare University
- Billing a customer from another of your locations (visitors)
- Customizing your Dashboard
Invoices
- Creating and sending an invoice
- How your customer pays an invoice
- Partial payments and deposits
- Card, bank account and authorize-only payments
- Voiding an invoice and refunding a payment
- Choosing your invoice number format and starting number
- Create many invoices from a CSV file
- Invoice files sent by your software
- Sending an estimate for a customer to approve
- Adding your own fields to customers, invoices and payments
Products and tax
- Setting up your products
- How tax is calculated on an invoice
- Managing your tax rates
- Grouping products into categories
- Locations and a tax rate for each one
- Choosing your default tax rate
- Set up tax rates, locations, customers and products from CSV files
Scheduled payments
- Setting up a scheduled payment
- Asking a customer to approve a payment schedule
- Pausing, editing, running and canceling a schedule
- Reminder emails before a payment runs
- Create many scheduled payments from a CSV file
Billing and plan
- Understanding your plan and usage
- Subscribing and changing your plan
- Updating your card on file
- Why your provider may bill you instead of PayMidWare
Integrations
- Connecting QuickBooks
- Other integrations: Salesforce, BigCommerce and WooCommerce
- Syncing customers from QuickBooks
- Products and tax rates with QuickBooks
- Connecting Oracle Fusion Financials
- Avoiding duplicate invoice emails when you use QuickBooks
- Test cards and bank accounts for each gateway
- Moving your customers' saved cards to a new payment gateway gradually
Documents and e-signature
- Sending a document for signature
- Writing a document template and merge fields
- Requiring a signed authorization before a customer approves a schedule
Point of sale
- Getting started with the point of sale
- Ringing up a sale
- Tips and the cash discount
- Pay by QR code
- Cash drawers and shifts
- Sales, refunds, voids and receipts
- Registers, locations and product availability
- Register settings explained
- Cashiers and the register site
- For cashiers: signing in and working at the register
- Pay on a card reader