Quick Guides
Step-by-Step "How-to" Help
Start with your initial setup and instructions on basic functionality:
-
Getting Started with PaySimple 3.0 Webinar (22 mins) --
if you prefer a video guide, grab your lunch and watch this video about setting
up, customizing, and using your PaySimple 3.0 system. - Getting Started with PaySimple 3.0 -- Or if you prefer a written guide, download this PDF.
- Getting Started, Part 2: Introducing your Customer to Electronic Payments -- This pack contains quick and easy tips for getting your customers set up with electronic payments and resources to help you succeed.
Just look for the
icon. Find the information you need in a quick video format.
- VIEW DASHBOARD: About Your Dashboard
- COLLECT PAYMENTS: Collect a Payment | Set up Recurring Payments | Add/Edit a Payment Account
- SEND INVOICES: Send a One-Time Invoice | Set up Recurring Invoices
- MANAGE CUSTOMERS: Adding Customers | Editing Customers
- VIEW REPORTS: Using Standard Reports | Creating Custom Reports
- ACCOUNT SETTINGS: Adding Users | Import Center | Web Forms and Payment Buttons
- How to use your Invoice and Payment Tracking
- How to Void and Refund a Payment
- How to authorize ACH and Credit Card Payments
What do you think?
We launched this Support Center to help you find quick solutions.
Please let us know how we did. Was it helpful to you? Anything you would like to see added? We appreciate your input!
