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Reports: Employee Pay/Hours

You can access the “Reports” from the homepage by hovering your mouse on “Search” and clicking the dropdown, click “Reports”. Next, click on the "Employee Pay/Hours" button. You have the option to choose "All" if you want to generate the…

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IOS APP Estimates

Question:  How can I create estimates from the IOS app? Answer: It's no problem building estimates within the iOS app. Here's how to do it: Click on the "+" image at top right. You will be given 4 choices to select…

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Quickbooks Error Issue

This "Required parameter ExpenseAccountRef or IncomeAccountRef is missing in the request" error happens if at least one of the following account heads are not in qbo: 'Sales', 'Cash on hand', 'Sales of Product Income', or 'Services'. You can find these…

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Time Options

We have the time option here at The Customer Factor Simply go to any scheduling area in CF such as the add customer screen scheduling area at bottom of screen (http://www.thecustomerfactor.com/customers_add.php). Click the "options" link to the right of the…

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Changing Password

Changing password is easy as 1-2-3 here at https://www.thecustomerfactor.com 1.To change your password all you have to do is go to the manage users screen at: http://www.thecustomerfactor.com/manageusers.php 2. To the right of the username that you want to change the password to…

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Credit Card Processing Step by Step

Here is a step by step on how to process credit cards here at https://www.thecustomerfactor.com The first thing i'll show you is inserting the %creditcardpayment% link token into an invoice template. Pls go here: http://www.thecustomerfactor.com/emailsettings.php?emailcategory=invoice You can also get to this…

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