How To's / Get Started
This guide will walk you through everything you need to know about RazorSync, from the basics to advanced implementation strategies.
Scheduling
Invoices, Payments, & Deposits
- Get Paid on the Spot: Activating the "Pay Now" Link on Your RazorSync Invoices
- How to Invoice and Accept Payments (w/Video)
- How to take a credit card payment in RazorSync (Portal and Mobile)
- How To Process A Refund
- How to accept Deposits & Apply to Invoices
- Subscriptions Overview
- Save Card On File
- Customer Specific Automated Billing
- How to create a Subscription?
- Automated Billing Decline Reason
Reporting
QuickBooks
- QuickBooks Desktop Integration
- QuickBooks Online Integration (Preferred)
- How to integrate QuickBooks with RazorSync?
- QuickBooks Online Common Errors
- Export Invoices to QuickBooks Online
- QuickBooks Online Blank Export Error
- QuickBooks Online Advanced Field Mapping
- Migrating from QuickBooks Desktop to QuickBooks Online with RazorSync
Settings
- How to Easily Update Your Payment Card For Your Razorsync Subscription
- Master Your RazorSync Service Items
- Razorsync Login and Password Reset
- Company Info
- How to Make RazorSync Fit Your Business Vocabulary
- Account Payment
- Locations (Tasks)
- A Complete Guide to Adding, Managing & Organizing Your Users
- Users
- Invoice & Quote
- Messaging
- Advanced Notifications
- Terminology
- Workflow
- Service Forms
- Service Items
- How to Add New Service Items
- Import
- Templates
- Customer Portal User Guide
Mobile
- Android V7 Download Customer History
- V7 iOS Quick Start Guide
- V7 Android Quick Start Guide
- Mobile App Settings
- Just In Time (JIT) Loading
- Re-subscribe to SMS Notifications
- Android V7 Classic View
- RazorSync Mobile Sync Errors
- Create a Customer in the New Android V7 App
- Android Quick Start Tutorial
- Android Clock In Tutorial Video
- Android V7 Service Request Tutorial