-
Last Updated: 10/09/2025
in Troubleshooting
Provides steps for adjusting your Mac system preferences in order to install FileMaker.
-
Provides information about leveraging FileMaker external authentication options for controlled and easy access.
-
Presents information on how to configure a line item code to represent deposits.
-
Last Updated: 10/09/2025
in Invoicing Invoice Management
Provides information about how to work with customer deposits, including creating deposit invoices and reversing deposits with revenue-recognition invoices.
-
Provides an explanation and steps for setting up various customer discounts.
-
Explains how to automate receipt notifications or send them manually.
-
An ACH payment workflow added to Invoice correspondence.
-
A Credit Card payment workflow added to Invoice correspondence.
-
Provides recommendations and steps for using tests to get more familiar with the payment processor's functionality.
-
Explains the status options for the ACH Status field in receipts.