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  • ShopWorks Pay: Click - To- Pay Webinar
    Answer: In this webinar Jay reviews the new functionality for our Click-To-Pay link. You send your customer an email from OnSite with ...
  • ShopWorks Pay: Get Paid Faster with ShopWorks Pay
    Answer: Jay will review all the features of ShopWorks Pay and how it will help you get paid Faster. ShopWork Pay Get ...
  • ShopWorks Pay: ShopWorks Pay Refunding a Payment
    Answer: In this video we will cover how to refund a payment processed via your ShopWorks Pay integrated Credit Card Processing. You ...
  • OnSite / Accounting / Financials: General Ledger Reporting
    Answer: The General Ledger is a collection of all the Debit and Credit Transactions recorded throughout OnSite. EVERY accounting transaction on OnSite ...
  • OnSite / Accounting / Bank Accounts: How to write Manual Checks out of OnSite.
    Answer: Manual checks are bank checks that bypass the payable module of OnSite. Manual checks are usually used for paying vendors, or ...
  • OnSite / Utilities / Company Setup: How to setup Coupons or Discounts in OnSite.
    Answer: OnSite  has the ability to setup and use coupons and discounts.  These can be applied to orders to reduce the ...
  • OnSite / Accounting / Bank Accounts: Bank Transactions
    Answer: Watch the videos below to view our training program on how to handle manual bank transactions:   These are transactions that are used for ...
  • OnSite / Vendors: Vendor Setup
    Answer: The purpose of this Training Program is to familiarize yourself with the setup (and sometimes importing) of Vendors. Vendor settings are ...
  • OnSite: Gift Cards or Gift Certificates
    Answer: In this video, TC will walk you through best practices for using a Gift Card or Gift Certificate in OnSite.   ...
  • OnSite / Customers: How do I merge customer accounts?
    Answer: The OnSite system has the ability to allow a user to merge customer accounts.  This can be useful for duplicate ...

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