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Wind River Lane Terminal Setup
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Balance Notifications Setup
Balance Notifications Setup All setup for Balance Notifications is done in Statement Profiles using the Notifications panel. When Statement Balance Notifications have been activated (Premium Add-On), the Notifications Panel is added to the Statement ...
Administrator's Setup Workflow
Welcome to your new Database! Let's get started with your setup! The workflow below will guide you through the setup steps in the most efficient manner. Getting Started Getting Started Overview Standard Operating Procedures and Best Practices Quick ...
Invoice Profile Setup
A separate Profile must be set up for Invoices, which is separate from the Statement Profiles. Use the Statement/Invoice Profiles Setup documentation to create your Invoice Profile. The setup is the same except for the exceptions below. Statement ...
Schedule Setup and Build Overview
Schedule Setup and Build Scheduling Setup is the backbone of your Calendar. The setup drives the options you have when making an Appointment and the column options that can be displayed. Schedule Build Length If the Expiration Date is left blank on ...