Installation
Configuration
Common Scenarios and Solutions
Getting the Most Out of the App
Best Practices
Start with a test payment to verify all settings
Review the first few automated invoices carefully
Keep track of any manual adjustments needed
Document your configuration choices
Troubleshooting
Common issues and solutions:
Connection Problems:
Verify Login/API credentials
Check account permissions
Ensure stable internet connection
Sync Issues:
Verify matching fields are correctly mapped
Check for duplicate entries
Review error logs
Support Resources
Need help? Contact our support team:
Email: support@cloudify.biz
Support Hours: Monday-Friday, 9 AM - 6 PM CET
Next Steps
After completing the setup:
Run a test transaction
Monitor the first few payments
Train your team on the new workflow
Schedule a review after the first month
Remember, you can adjust these settings at any time as your business needs evolve.
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.