Introduction
Connecting PayorCRM to your Accounting Software
Setting up payments
Setting up Invoice reminders
Setting up Automated statements
Setting up Auto/Recurring payments
Inviting customers to your Billing portal
Manual Collections
API integration
How customers pay you
- From within email using saved card/bank acct
- Through Customer Portal
Branded Customer portal
Miscellaneous
- Managing customer access
Advanced settings
- Using your own Email Server
- Credit Card surcharge and Late fees
FAQ
- Email Payment Link Errors

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Data sync

PreviousQuickBooks Desktop NextFAQ - QB Desktop Setup/Sync

Last updated 4 years ago

Deletion of invoices are not synced . We recommend either of the below approaches in-case you would like to delete an invoice

Void the invoice on QB . Ensure that the invoice is voided on PayorCRM by initiating a manual sync and then delete the invoice on QB
Delete the invoice on QB . On PayorCRM go to "Invoices view" (Auto-collect) - Select invoices you would like to Void - Click on "More" - "Void invoices"