Recent Articles
New Login Feature - How to Pay an Invoice Using the MakeGood Payment Portal (OTP Login)
This article covers two processes: how a customer pays an invoice using the OTP (one-time passcode) login, and how a MakeGood user sends a payment link with multiple invoices to a customer. PART 1: PAYING AN INVOICE VIA OTP Step 1: Enter your email ...
How To Sync An Invoice From QuickBooks Online
Method 1: Re-sync at the Invoice Level Use this method when the discrepancy is isolated to one specific invoice. Step 1: Open the invoice in MakeGood and navigate to the Tasks screen. Step 2: Click Re-import Invoice. This will pull the current data ...
How to Edit an Email Template in MakeGood
Step 1: Access Company Settings In the bottom left corner of your screen click Settings to open the company settings menu. Note that the menu bar layout may update periodically so if your settings have moved check the bottom left corner first. Step ...