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by Marianne Barthel

23 January 2023

How to Set Up Preferred Payments in ConnectBooster

Framework IT uses ConnectBooster for viewing and paying invoices. The how-to below will walk through setting up preferred payments in the dashboard.

1. Navigate to ConnectBooster 

2. Login using your email address and password from the invite

3. Click “New Payment Method +NEW

Payment Methods 1

4. Select “Credit Card” or “Bank Account” and click “Next”

Preferred Payment 1

5. Enter your payment method details and click “Next”:

  • Friendly Name allows you to use unique identifiers to label your payment methods in the case that you enter more than one.

New Payment Method

6. Enter your payment method address and click “Next”

Payment Methods 27. Check the Authorization box and click “Submit”

Submit 1-1

 

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