Related Articles
Stored Credit Cards
We now offer the option to store a customers card securely. This allows you to charge any previously entered cards for the final balance or followup charges. After enabling this option, when you click 'Take Payment', you'll see the standard Credit ...
Processing Refunds in Compass and QuickBooks Online.
Much like payments, refunds should be entered within the Compass application. When they are entered, Compass syncs this information with QuickBooks online as a "check." The refund is accounted for in the Accounts Receivable account. This causes the ...
Electronic Document Signing
Compass supports electronic document signing at various points in the customer journey. The system supports e-signing templates which can include having your customer e-sign, check boxes, fill in information, etc. Good uses of this signing include: - ...
Financing Button
Compass allows you to have a button to send the financing application, right inside each customer record. The financing application instantly approves the customer (subject to credit). Customers see various financing offers, depending on what offers ...
Quickbooks Sync Explained
Compass automatically syncs with Quickbooks multiple times per day. This page explains how it works, common pitfalls, and best practice. Customers Compass flags all changes to be synced with QuickBooks for customers when one of two things happen: a) ...