Global Settings

How Do I Create or Clone A Custom Quote Cover Sheet - Upgraded Quote Cover Sheet
In this article we will go over how to clone your custom quote cover sheet.   The custom quote cover sheet is the template that CaterZen created for you whe...
Thu, Aug 9, 2018 at 3:37 PM
Using Authorize.net or Braintree - Manually
This article has a video attached that will walk you through the process on how to start allowing CaterZen to run your customers credit cards via Braintree ...
Thu, Aug 9, 2018 at 3:37 PM
Using Authorize.net or Braintree.com - Automatically
This article walk you through how to set up the process to start allowing CaterZen to run your customers credit cards via Braintree or Authorize.net - autom...
Tue, Aug 28, 2018 at 1:03 PM
Credit Card Processing - FAQ
In regards to processing credit cards in CaterZen and being PCI comliant. We use Braintree Payments. They are a PayPal company: https://www.braintreepay...
Thu, Aug 9, 2018 at 3:38 PM
FTP Daily Sales Journal Report
If you are interested in using a FTP (File Transfer Protocol) Daily Sales Journal Report by location we can turn that on for you.   You will first need to s...
Fri, Jun 29, 2018 at 1:18 PM
Braintree and holding clients funds
 Braintree verifies the card is valid with a $0 to $1 authorization (depending on the type of card). Once validated, the authorization is removed. That prote...
Wed, Aug 22, 2018 at 12:08 PM