Shared Folder Setup

This article covers how to register, log in, and use the Customer Portal to view your account balance, payments, quotes, contracts, and statements online. Note: The Customer Portal is no longer being sold.

This article provides a detailed guide on setting up a storefront using Elite, covering key features like navigation, branding, page layout, and checkout functionality. It explains customization options, including color themes, homepage sliders, category organization, and mobile optimization, ensuring a user-friendly experience. Additionally, it walks users through the setup process, from configuring branding elements to managing categories and menu items, making the storefront sales-ready and visually appealing.

This article was created as a help guide for YOUR customers. It goes over accessing and navigating the portal.

In this article, you'll learn how to set up a Vanity URL so your storefront runs on your own business domain instead of a Point of Rental-provided address. You'll find guidance on your responsibilities for managing and renewing your domain, followed by step-by-step instructions for configuring the tool — from entering your domain and choosing a subdomain to validating DNS records and confirming your SSL certificate. Along the way, you'll see how to decide whether your storefront should live on your primary domain or a dedicated subdomain. A FAQ section at the end addresses common questions and troubleshooting steps you may run into during setup.

In this article, we will review some of the basic setup for the eCommerce Consumer Portal, which is available for Elite customers.

This document will touch on some of the more important areas of Integrating your Item Records to your website.

This article is going to show you how to create a Credit Card Processing Fee.

This article will go through the setup of WebPay as well as creating a disbursement for WebPayments, how WebPayments are imported, and reporting them.