Knowledge base
Contacts
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Add Contacts
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Manage Contacts
Messages
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View Messages
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Sending SMS Messages
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SMS Templates
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Activity
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Reports
Payments
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Create Invoices
- Quick Pay
- How to set up a Text to Give One Time Donation Automation Workflow
- How do I see an invoice I just sent out that is still pending?
- How do I send an invoice using the Quick Add Invoice feature?
- All the ways to take payments in Everyware
- How to Create & Send an Invoice
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Create Payments
- Creating a Payment | Charge Card on Virtual Terminal
- What is a Genie Number and how is it used in Everyware?
- What can I do if a customer does not have a valid email or mobile number?
- Process Batch
- How do I Batch out? Do I Batch out myself?
- How do I batch out certain authorizations?
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Subscription & Batch Billing
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Receipts & Refunds
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Payment Reports
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Payment Features
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Funding & Withdrawals
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Payment Integrations
Appointments
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View Appointments
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Add Appointments
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Services
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Auto Messages
Campaigns
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Add Campaign
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Saved Campaigns
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Test Campaigns
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Launch Campaign
Settings
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Business Profile
- Is there an Everyware mobile app?
- Master Account Businesses Overview
- How to Reset a Password
- How do I add a company logo to my invoices?
- How do I confirm or edit my business info?
- Where can I find our assigned messaging number?
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Widget Settings
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Setting up Staff
- Turn on Messaging & Payment Alerts to Staff Phone & Email
- How do I add or edit staff as users on my Everyware account?
- Staff Member / User Setup
- User Types and Permissions
- How do I edit or delete staff members?
- What does it mean to impersonate a staff member and how can I do it?
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Setting up Custom Fields
Best Practices
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Reseller & Integrated Partner Resources
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Everyware Best Practices for Nonprofit Clients