# PayorCRM Guide

## PayorCRM Guide

- [Introduction](https://help.payorcrm.com/master.md)
- [Connecting PayorCRM to your Accounting Software](https://help.payorcrm.com/connecting-to-qb-desktoponline.md)
- [QuickBooks Online](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-online.md)
- [Data sync](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-online/data-sync.md)
- [Sync Processing fees](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-online/sync-processing-fees.md)
- [QuickBooks Desktop](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-desktop.md)
- [Data sync](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-desktop/data-sync.md)
- [FAQ - QB Desktop Setup/Sync](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-desktop/faq-qb-desktop-setup-sync.md)
- [Sync processing fees](https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-desktop/sync-processing-fees.md)
- [Netsuite](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite.md)
- [Obtain Consumer Key and secret](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite/obtain-consumer-key-and-secret.md)
- [Obtain Token key and secret](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite/obtain-token-key-and-secret.md)
- [Add PDF generation Restlet code to Netsuite](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite/add-pdf-generation-restlet-code-to-netsuite.md)
- [Optional Steps](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite/optional-steps.md)
- [CC Processing fees sync](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite/optional-steps/cc-processing-fees-sync.md)
- [Obtain Netsuite subsidiary id](https://help.payorcrm.com/connecting-to-qb-desktoponline/netsuite/optional-steps/obtain-netsuite-subsidiary-id.md)
- [Other accounting software](https://help.payorcrm.com/connecting-to-qb-desktoponline/other-accounting-software.md)
- [Setting up payments](https://help.payorcrm.com/setting-up-payments.md)
- [Setting up Stripe](https://help.payorcrm.com/setting-up-payments/setting-up-stripe.md)
- [Setting up PayPal](https://help.payorcrm.com/setting-up-payments/setting-up-paypal.md)
- [Setting up Authorize.Net](https://help.payorcrm.com/setting-up-payments/setting-up-authorize.net.md)
- [Setting up QuickBooks Payments](https://help.payorcrm.com/setting-up-payments/setting-up-quickbooks-payments.md)
- [ACH - Integration with your bank](https://help.payorcrm.com/setting-up-payments/ach-integration-with-your-bank.md)
- [ACH - US Bank](https://help.payorcrm.com/setting-up-payments/ach-us-bank.md)
- [Setting up Braintree card processing](https://help.payorcrm.com/setting-up-payments/setting-up-braintree-card-processing.md)
- [Setting up Cybersource card processing](https://help.payorcrm.com/setting-up-payments/setting-up-cybersource-card-processing.md)
- [Other payment service providers](https://help.payorcrm.com/setting-up-payments/other-payment-service-provider.md)
- [Setting up Invoice reminders](https://help.payorcrm.com/setting-up-invoice-reminders.md)
- [Quick step by step Tutorial](https://help.payorcrm.com/setting-up-invoice-reminders/video-tutorial.md)
- [Sample Email reminder rules](https://help.payorcrm.com/setting-up-invoice-reminders/examples-of-email-reminder-rules.md)
- [Setup Email Templates](https://help.payorcrm.com/setting-up-invoice-reminders/customising-email-templates.md)
- [Using the default Invoice Reminder](https://help.payorcrm.com/setting-up-invoice-reminders/use-the-default-email-automation-one-click-setup.md)
- [Rule creator UI](https://help.payorcrm.com/setting-up-invoice-reminders/creating-rules.md)
- [Sending an invoice reminder manually](https://help.payorcrm.com/setting-up-invoice-reminders/sending-a-reminder-manually.md)
- [Setting up Automated statements](https://help.payorcrm.com/setting-up-automated-statements.md)
- [Quick step by step tutorial](https://help.payorcrm.com/setting-up-automated-statements/quick-video-tutorials.md)
- [Sample Statement rules](https://help.payorcrm.com/setting-up-automated-statements/sample-statement-rules.md)
- [Enabling Default Statement Automation Rules](https://help.payorcrm.com/setting-up-automated-statements/enabling-default-statement-automation-rules.md)
- [Setting up Auto/Recurring payments](https://help.payorcrm.com/setting-up-auto-debit.md)
- [Inviting customers to your Billing portal](https://help.payorcrm.com/inviting-customers-to-the-portal.md)
- [Quick Video Tutorial](https://help.payorcrm.com/inviting-customers-to-the-portal/quick-video-tutorial.md)
- [Inviting customers automatically](https://help.payorcrm.com/inviting-customers-to-the-portal/inviting-customers-automatically.md)
- [Inviting customers manually](https://help.payorcrm.com/inviting-customers-to-the-portal/steps-to-invite-customers.md)
- [Invite customer using self registration link](https://help.payorcrm.com/inviting-customers-to-the-portal/steps-to-invite-customers/invite-customer-using-self-registration-link.md)
- [Multi customer account access](https://help.payorcrm.com/inviting-customers-to-the-portal/multi-customer-account-access.md): To give the same user access to multiple customer accounts follow the steps below. The user should already have a login account for at least one customer entry.
- [Manual Collections](https://help.payorcrm.com/manual-collections.md)
- [Track Invoice opens/Email opens](https://help.payorcrm.com/manual-collections/track-invoice-opens-email-opens.md)
- [Adding Collection Notes](https://help.payorcrm.com/manual-collections/adding-collection-notes.md)
- [Share files with your customer](https://help.payorcrm.com/manual-collections/share-files-with-your-customer.md)
- [Link Shared files to invoice](https://help.payorcrm.com/manual-collections/share-files-with-your-customer/link-shared-files-to-invoice.md): This feature will be enabled on request. Reach out to us at solutions@payorcrm.com to enable this feature
- [Allocating follow up tasks manually](https://help.payorcrm.com/manual-collections/allocate-follow-up-tasks-manually.md)
- [API integration](https://help.payorcrm.com/api-integration.md)
- [How customers pay you](https://help.payorcrm.com/how-customers-pay.md)
- [From within email using saved card/bank acct](https://help.payorcrm.com/how-customers-pay/from-within-email.md)
- [Through Customer Portal](https://help.payorcrm.com/how-customers-pay/untitled.md)
- [Branded Customer portal](https://help.payorcrm.com/embedding-customer-sign-on-your-website.md)
- [Miscellaneous](https://help.payorcrm.com/miscellaneous.md)
- [Managing customer access](https://help.payorcrm.com/miscellaneous/managing-customer-access.md)
- [Advanced settings](https://help.payorcrm.com/advanced-settings.md)
- [Using your own Email Server](https://help.payorcrm.com/advanced-settings/using-your-own-email-server.md)
- [Credit Card surcharge and Late fees](https://help.payorcrm.com/advanced-settings/credit-card-surcharge-and-late-fees.md)
- [IMAP settings](https://help.payorcrm.com/advanced-settings/imap-settings.md)
- [Email Payment Link Errors](https://help.payorcrm.com/faq/payment-errors.md)