Settings
Connect Your Terminal to Marketing 360® Payments
To connect your Marketing 360® Terminal to Payments, follow the steps below: In the Payments App, click on Settings. Click Manage Payment Devices in the left-hand sidebar. Click Add New Terminal. Follow the instructions to generate a pairing code ...
Add or Manage Tax Rates
You can add, edit, and manage different Tax Rates for different regions or categories. To view your existing saved Tax Rates or add a new Tax Rate, navigate to the Settings dashboard within your Payments app. On the left-hand sidebar, select Tax ...
What is an Inclusive vs. an Exclusive Tax Rate?
When you set a Tax Rate within your Payments dashboard, you will be asked whether to designate the rate as Inclusive or Exclusive. There are two ways to charge tax on a purchase: Inclusive tax - when the taxes are already included in the product or ...
Connecting Marketing 360® Payments to QuickBooks Online
If you'd like to take advantage of all the benefits of Marketing 360® Payments, but you'd also like to use QuickBooks Online to manage your bookkeeping tasks, you can integrate the two in the Accounting Integrations settings in the Payments app. ...
Sync Your Bank Account to Payments
To process payments with your Marketing 360® account, you need to link your bank account to the Payments dashboard. You can only connect one bank account, and it must be a checking account that accepts both debits and credits. Link Your Bank Account ...