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Content
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Application Suite Compatibility Requirements
Operations Apps
Operations App
Cloud
Classic Operations App
Quick Start (Classic Operations App)
Action
Tools
Report
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Quote Tool
Find Query (Classic Operations App)
X Stream
X Route
On-Demand
Dashboard (Classic Operations App)
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Visual Dispatch (Classic Operations App)
Find (Classic Operations App)
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Select Business Units
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Toolbar - Show All Button
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Global Options
Maintenance
Using the Classing Operations App
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Master Barcodes
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Salesperson Commission
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Shipping Labels in the Operations App
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SMS Text Notifications
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Moving On Demand Orders to Routes
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Email Find Results (Classic Operations App)
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How to Set Customer/Human Resource Driver override pay chart
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How to Include Event Status and Status Codes to Message Formats
Accounting
Credit Cards
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How to Process Credit Cards
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How to Charge, Process and Reconcile Credit Cards in the Operations App
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Canceling or Changes to Invoices
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Setting Up Credit Card Processing
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How to Authorize a Credit Card
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PayPal Credit Card Authorization Error Codes
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Importing Invoicing Information into Quickbooks
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Setup Settlements for QuickBooks Export
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Connecting and Syncing QuickBooks Online
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Data Reporting Options for the Operations App
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How to Email Invoices
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How to Set Up and Use the Credit Limits Feature
Driver Pay
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How to Invoice a Customer Outside of the Normal Billing Cycle
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How to Add Attachments Links to an Invoice
Administration
Operations
Rating
Resources
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Driver Settlement Vs. Driver Settlement Report
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How to Use Override Fleets on Order Types
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Options - Order - Postal Code Distance Matrix
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How to Find Orders by the Order Date
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Waiting/Loading Times
X Route
X Tracking
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Reporting
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Notifications
Client Portal
Driver App (formerly Nextstop 3)
X Stream and Integrations
Virtual Learning
Technical Support & Services
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Custom Development Request (CDR) Process
Deprecated
Knowledge Base
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Accounting
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Credit Cards
Summarize
Credit Cards
Michelle Cabaya
Owned by
Michelle Cabaya
Last updated:
Jun 08, 2020
1 min read
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Michelle Cabaya