Down Payments

In this guide we will cover: – Setting a Down Payment Product – Creating a Down Payment Invoice Note: This feature is available as of v2.202.1+. Setting a Down Payment Product Within Configuration > Sales Orders, set a product to use as down payments. This is the product ID that will be used on the […]

Invoice Approvals

In this guide we will cover: – What are Invoice Approvals? – Enabling Invoice Approvals – Allowing Agents to Approve – Requesting Approval What are Invoice Approvals? Invoice approvals allow an agent from a select list to accept or reject the contents of an invoice, and this could also delay the sync to an accounting […]

Chat Web Searching with Virtual Agents

In this guide we will cover: – Creating a Custom Virtual Agent – Configuring a Chat Profile – Configuring the Runbook – Using the Chat Related Guides: Chat Bot and Chat Profiles Virtual Agents in the Chat Bot Virtual agents can be integrated with the chat functionality to allow AI-responses to agent or user questions. […]

Service Users

In this guide we will cover: – What are Service Users? – Bulk Updating Service Users (v2.198.1+) – Importing Service Users from CSP – Excluding Service Users from Automatic Billing – Service User Pop Ups – Service User Ticket Rule Criteria – Service User Dynamic Distribution List Criteria What are Service Users? Service users are […]

Manually adjusting billable time and re-calculating billing for labour

In this guide we will cover: – Manually adjusting billable time on actions – Set who can re-calculate billing – Recalculating Billing – Excluding actions from re-calculate billing As agents complete actions/time on tickets, this time spent (labour) will bill the customer automatically in line with their billing rules. The way in which an action […]

Google reCAPTCHA Integration

In this guide we will cover: – What is the Google reCAPTCHA Integration? – Connecting to reCAPTCHA  – Adding to Anonymous Ticket Logging – Adding to Feedback Forms Related Guides: Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL  One-Click Feedback What is the Google reCAPTCHA Integration? […]

Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)

In this guide we will cover: – How to resolve email Start Tag being Auto-Filled with your email address when using the Keeper browser extension When using the Keeper browser extension your email start tag may be overridden due to it being auto-filled by the browser extension Keeper. This behaviour is produced by the Keeper […]

KashFlow Integration

In this guide we will cover: – What is the KashFlow Integration? – Enabling the KashFlow Module – Connecting to KashFlow – Tax Rates – Customers – Products – Suppliers – Syncing to KashFlow What is the KashFlow Integration? The KashFlow integration can be used to sync invoices, with the customers, products, and suppliers associated […]

ITQuoter Integration

In this guide we will cover: – What is the ITQuoter Integration? – Configuring ITQuoter What is the ITQuoter Integration? The ITQuoter integration allows you to configure actions that create a quote in ITQuoter. It will also provide a shortcut to view quotes that have been made by ITQuoter. Configuring ITQuoter First head to Configuration […]

Acronis Integration

Acronis have provided the following PDF for the configuration of this integration. For any questions, please direct these to Acronis support. Acronis Documentation