ClearGate & payup℠ Support Center

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ClearGate & payup℠ Support Center

Mobile App Support: payup℠

Mobile App Support: payup℠

FAQ

Is there a limit to the number of jobs, employees, estimates, customers, or invoices?

Can I collect payments through the app?

How do I sign up for merchant services?

How do I mark an Invoice "paid" if I don't have credit/debit card services enabled?

Can I resend paid/unpaid Invoices to my customer?

How do I make an Employee an Admin or remove an Employee's Admin capabilities?

Do I need a JOB in order to send a Quick Invoice?

Can I update an approved Estimate with additional Services or Materials and resend for customer approval?

Can I update an Estimate and resend it to a customer?

Can I resend an Estimate to a customer?

How do I get a transaction report for reconciliation?

If I update a price on a Service or Material, does it automatically change the pricing on previous/old Estimates, Jobs, and Invoices?

How much does it cost to accept credit cards?

How do I schedule a Quick Invoice?

How do I separate taxable and non-taxable items?

Why am I not able to save, create, or send?

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Starter Guide

Initial Setup

User Roles & Permissions

Password Support

Create a New Service

Create a New Material

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Invoices, Payments & Receipts

Pay an Invoice

Sending Receipts

Create a Quick Invoice

Send an Invoice

Jobs

Create, Assign, Schedule a Job

Create an Invoice from a Job

Estimates

Approve or Reject an Estimate

Create and Send an Estimate

Create a Job from an Estimate

Customers

Create a Customer

Admin

Company Information

Add or Edit an Employee

Tax Rates

Edit / Delete a Service on the Master List

Edit / Delete a Material on the Master List

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