Category Archives: Lesson
Fulfill online award point requests
Grant online and mobile requests from clients for award point redemptions, plus look up previously redeemed point requests …
Get paid before COD clients download transcripts
Because CODs are handled differently from sales, you manually publish COD invoices to RB Connect/RB Connect Mobile so COD clients can pay online, then immediately download their transcripts …
Handle back order fulfillment
Stay on top of back orders that clients send through RB Connect & RB Connect Mobile …
Set preferences for logging emails & using QuickBooks Integrator
Set parameters for your Email Log and enter required information for importing RB9 data directly into QuickBooks. Check that RB9 and QuickBooks can communicate …
Set preferences for contacts, firms & resources
Set default invoice options for new clients, and default payment terms for new resources …
Set preferences for paying resources
From 1099 printing adjustments to direct deposit paycheck setup and more, you can customize RB9 payroll options …
Set preferences for receipts & statements
Customize the subject line of payment receipts, and set up templates for your company’s statements and the accompanying emails …
Set preferences for invoices, LEDES billing, & rewards
Customize invoices, set up electronic billing, and start a booking reward system like a frequent flyer program, to inspire client loyalty …
Set preferences for shipping labels & other production functions
Store credentials and options for FedEx & UPS shipping, plus set options for other production functions …
Set calendar module preferences
Set preferences for job calendar functions and options …
