AccountEdge Tips and Tricks Newsletter

July 2019

Sent Email Status

Let us show you where you can find the status of emails sent from AccountEdge Connect including if it failed to send, if the recipient marked it as spam, etc.

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SYNCING

Syncing Full Web Pay Sales from AccountEdge to AccountEdge Connect

When syncing from your desktop software to AccountEdge Connect, you can now sync sales tagged as a Web Pay sale in full detail, as opposed to only seeing the summary information of the sale.

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EMAILS

Bulk Payment Emails with Invoices and Receipts

After processing a credit card with the Bulk Payments feature, you now have the option to send out either a Payment Receipt, or both a Payment Receipt and an Invoice.

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MAINTENANCE

Fixing Transactions with Sync Errors

In this video we’ll show you how to deal with a situation in which a transaction cannot be synced down to your AccountEdge company file, causing you to receive a sync import error.

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