Getting the Most Out of the App

Best Practices

1. Start with a test payment to verify all settings

2. Review the first few automated invoices carefully

3. Keep track of any manual adjustments needed

4. Document your configuration choices

Troubleshooting

Common issues and solutions:

1. Connection Problems:

• Verify Login/API credentials

• Check account permissions

• Ensure stable internet connection

2. Sync Issues:

• Verify matching fields are correctly mapped

• Check for duplicate entries

• Review error logs

Support Resources

Need help? Contact our support team:

• Book a meeting with our Integration Experts

• Email: support@cloudify.biz

• Support Hours: Monday-Friday, 9 AM - 6 PM CET

Next Steps

After completing the setup:

1. Run a test transaction

2. Monitor the first few payments

3. Train your team on the new workflow

4. Schedule a review after the first month

Remember, you can adjust these settings at any time as your business needs evolve.