# Help Center ## Alternative Payments Help Center - [How Can We Help?](https://help.alternativepayments.io/readme.md) - [Introduction to Alternative Payments](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments.md) - [Alternative Payments Introduction](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments/alternative-payments-introduction.md) - [Why Alternative Payments](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments/why-alternative-payments.md) - [Submitting Product Feature Requests](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments/submitting-product-feature-requests.md) - [Does Alternative Payments charge end-customers?](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments/does-alternative-payments-charge-end-customers.md) - [How to save up to 10 hours weekly with auto-reconciliation](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments/how-to-save-up-to-10-hours-weekly-with-auto-reconciliation.md) - [Countries Supported](https://help.alternativepayments.io/getting-started/introduction-to-alternative-payments/countries-supported.md) - [Account set up & configuration](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration.md) - [Getting Started on Alternative Payments](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/getting-started-on-alternative-payments.md) - [Getting my Customers Started on Alternative Payments](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/getting-my-customers-started-on-alternative-payments.md) - [Custom Billing Links](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/custom-billing-links.md) - [Best Practices when transitioning to Alternative Payments](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/best-practices-when-transitioning-to-alternative-payments.md) - [Recording Check Payments](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/recording-check-payments.md) - [6 helpful tips for faster payments](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/6-helpful-tips-for-faster-payments.md) - [White-labeling your Payments Portal](https://help.alternativepayments.io/getting-started/account-set-up-and-configuration/white-labeling-your-payments-portal.md) - [5 Best Practices to Set Up Your Account](https://help.alternativepayments.io/getting-started/5-best-practices-to-set-up-your-account.md) - [How to White-label Your Portal](https://help.alternativepayments.io/getting-started/5-best-practices-to-set-up-your-account/how-to-white-label-your-portal.md) - [Setting Up Automatic Email Notifications](https://help.alternativepayments.io/getting-started/5-best-practices-to-set-up-your-account/setting-up-automatic-email-notifications.md) - [Setting up Auto-Pay](https://help.alternativepayments.io/getting-started/5-best-practices-to-set-up-your-account/setting-up-auto-pay.md) - [How to Navigate Insights](https://help.alternativepayments.io/getting-started/5-best-practices-to-set-up-your-account/how-to-navigate-insights.md) - [Setup Mode](https://help.alternativepayments.io/getting-started/5-best-practices-to-set-up-your-account/setup-mode.md) - [API Introduction](https://help.alternativepayments.io/getting-started/api-introduction.md) - [Accounts Payable API Reference](https://help.alternativepayments.io/getting-started/accounts-payable-api.md) - [Vendors](https://help.alternativepayments.io/getting-started/accounts-payable-api/vendors.md) - [Bills](https://help.alternativepayments.io/getting-started/accounts-payable-api/bills.md) - [Vendor Payments](https://help.alternativepayments.io/getting-started/accounts-payable-api/vendor-payments.md) - [Webhooks](https://help.alternativepayments.io/getting-started/accounts-payable-api/webhooks.md) - [Using Alternative Payments in Canada](https://help.alternativepayments.io/getting-started/using-alternative-payments-in-canada.md) - [Referral Dashboard](https://help.alternativepayments.io/referral-partnership-program/referral-dashboard.md) - [Managing Customers](https://help.alternativepayments.io/payments-and-invoicing/managing-customers.md) - [Adding New Customers](https://help.alternativepayments.io/payments-and-invoicing/managing-customers/adding-new-customers.md) - [Editing Customers](https://help.alternativepayments.io/payments-and-invoicing/managing-customers/editing-customers.md) - [Approving Customers](https://help.alternativepayments.io/payments-and-invoicing/managing-customers/approving-customers.md) - [Create Customer Tags](https://help.alternativepayments.io/payments-and-invoicing/managing-customers/create-customer-tags.md) - [Customer Impersonation](https://help.alternativepayments.io/payments-and-invoicing/managing-customers/customer-impersonation.md) - [Payments and Payouts](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts.md) - [How customers can make invoice payments](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/how-customers-can-make-invoice-payments.md) - [Making a partial invoice payment](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/making-a-partial-invoice-payment.md): Learn how customers can make partial invoice payments for enhanced flexibility. - [Scheduling Invoice Payments](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/scheduling-invoice-payments.md) - [How to share your billing link with customers](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/how-to-share-your-billing-link-with-customers.md) - [Payment and Payout Report Downloads](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/payment-and-payout-report-downloads.md) - [ACH Chargebacks](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/ach-chargebacks.md) - [Reducing Chargebacks](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/reducing-chargebacks.md) - [Credit Card Disputes Best Practices](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/credit-card-disputes-best-practices.md) - [Dispute Evidence Submission Requirements](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/dispute-evidence-submission-requirements.md) - [Payout Transaction IDs](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/payout-transaction-ids.md) - [Refund Management](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/refund-management.md) - [How US Bank Holidays Affect Your Payout Timelines](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/how-us-bank-holidays-affect-your-payout-timelines.md) - [How Canadian Bank Holidays Affect Your Payout Timelines](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/how-canadian-bank-holidays-affect-your-payout-timelines.md) - [Form 1099-K: Frequently Asked Questions](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/form-1099-k-frequently-asked-questions.md) - [Accelerated Payouts](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/accelerated-payouts.md) - [One-Time Payments (Payment Requests)](https://help.alternativepayments.io/payments-and-invoicing/payments-and-payouts/one-time-payments-payment-requests.md) - [Display Credit Balance (Credit Memo)](https://help.alternativepayments.io/payments-and-invoicing/display-credit-balance-credit-memo.md) - [Managing Invoices](https://help.alternativepayments.io/payments-and-invoicing/managing-invoices.md) - [Creating an Invoice](https://help.alternativepayments.io/payments-and-invoicing/managing-invoices/creating-an-invoice.md) - [Bulk Invoice Reminder Sending](https://help.alternativepayments.io/payments-and-invoicing/managing-invoices/bulk-invoice-reminder-sending.md) - [Archiving Invoices](https://help.alternativepayments.io/payments-and-invoicing/managing-invoices/archiving-invoices.md) - [Sync Invoices](https://help.alternativepayments.io/payments-and-invoicing/managing-invoices/sync-invoices.md) - [Sync External Payments](https://help.alternativepayments.io/payments-and-invoicing/managing-invoices/sync-external-payments.md) - [Payments Methods](https://help.alternativepayments.io/payments-and-invoicing/payments-methods.md) - [Customer Payment Methods](https://help.alternativepayments.io/payments-and-invoicing/payments-methods/customer-payment-methods.md) - [Managing Payment Methods](https://help.alternativepayments.io/payments-and-invoicing/payments-methods/managing-payment-methods.md) - [Our Flexible Payment Options](https://help.alternativepayments.io/payments-and-invoicing/payments-methods/our-flexible-payment-options.md) - [BNPL (Pay in Installments)](https://help.alternativepayments.io/payments-and-invoicing/bnpl-pay-in-installments.md) - [Pay in Installments Overview](https://help.alternativepayments.io/payments-and-invoicing/bnpl-pay-in-installments/pay-in-installments-overview.md) - [Pay in Installments Terms](https://help.alternativepayments.io/payments-and-invoicing/bnpl-pay-in-installments/pay-in-installments-terms.md) - [Pay in Installments Benefits](https://help.alternativepayments.io/payments-and-invoicing/bnpl-pay-in-installments/pay-in-installments-benefits.md) - [Email Notifications & Reminders](https://help.alternativepayments.io/automations/email-notifications-and-reminders.md) - [Automatic Email Notifications](https://help.alternativepayments.io/automations/email-notifications-and-reminders/automatic-email-notifications.md) - [Automated Invoice Summaries](https://help.alternativepayments.io/automations/email-notifications-and-reminders/automated-invoice-summaries.md) - [Creating Custom Email Templates](https://help.alternativepayments.io/automations/email-notifications-and-reminders/creating-custom-email-templates.md) - [Tracking Email Notifications](https://help.alternativepayments.io/automations/email-notifications-and-reminders/tracking-email-notifications.md) - [Create Email Audiences](https://help.alternativepayments.io/automations/email-notifications-and-reminders/create-email-audiences.md): Here’s how you can target reminders to specific audiences only to ensure your messages stay relevant and your customers receive the right communication at the right time. - [Setting up Auto-Pay](https://help.alternativepayments.io/automations/setting-up-auto-pay.md) - [Setting up Auto-Pay](https://help.alternativepayments.io/automations/setting-up-auto-pay/setting-up-auto-pay.md) - [Auto-Pay Permissions](https://help.alternativepayments.io/automations/setting-up-auto-pay/auto-pay-permissions.md) - [Invoice Creation Date Auto-Pay Rules](https://help.alternativepayments.io/automations/setting-up-auto-pay/invoice-creation-date-auto-pay-rules.md) - [Agreements-Based Auto-pay Rules](https://help.alternativepayments.io/automations/setting-up-auto-pay/agreements-based-auto-pay-rules.md) - [Billing Terms Auto-Pay Rules](https://help.alternativepayments.io/automations/setting-up-auto-pay/billing-terms-auto-pay-rules.md) - [Using Auto-charge](https://help.alternativepayments.io/automations/using-auto-charge.md) - [Auto-Charge Vs. Auto-Pay](https://help.alternativepayments.io/automations/using-auto-charge/auto-charge-vs.-auto-pay.md) - [Auto-Charge Overview](https://help.alternativepayments.io/automations/using-auto-charge/auto-charge-overview.md) - [Batch Charging Invoices](https://help.alternativepayments.io/automations/using-auto-charge/batch-charging-invoices.md) - [Collections Assist](https://help.alternativepayments.io/automations/collections-assist.md) - [Collections Assist Overview](https://help.alternativepayments.io/automations/collections-assist/collections-assist-overview.md) - [Collections Assist Best Practices](https://help.alternativepayments.io/automations/collections-assist/collections-assist-best-practices.md) - [Insights](https://help.alternativepayments.io/automations/insights.md) - [Insights Overview](https://help.alternativepayments.io/automations/insights/insights-overview.md) - [Analytics FAQs](https://help.alternativepayments.io/analytics/analytics-faqs.md) - [Getting Started](https://help.alternativepayments.io/integrations/getting-started.md) - [Supported Integrations](https://help.alternativepayments.io/integrations/getting-started/supported-integrations.md) - [Differences Between Integrations?](https://help.alternativepayments.io/integrations/getting-started/differences-between-integrations.md) - [Dual Integrations](https://help.alternativepayments.io/integrations/getting-started/dual-integrations.md) - [Accounting Integration Guides](https://help.alternativepayments.io/integrations/accounting-integration-guides.md) - [QuickBooks Desktop](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop.md) - [QuickBooks Desktop Reconciliation](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/quickbooks-desktop-reconciliation.md): Your step-by-step guide for accurate reconciliation with QuickBooks Desktop. - [Disable QuickBooks Payments in QuickBooks Desktop](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/disable-quickbooks-payments-in-quickbooks-desktop.md): Note: Make sure you implement these changes within your QuickBooks Desktop account to ensure you’re set up for success with Alternative Payments. - [Running a Manual Sync](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/running-a-manual-sync.md): If you need to manually initiate a sync between QuickBooks Desktop and Alternative Payments, you can do so by following these steps. - [Installing the Connector on Multiple Computers or a Shared Server](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/installing-the-connector-on-multiple-computers-or-a-shared-server.md): Here's how you can install the connector of multiple computers or shared server if different team members need access. - [Supported QuickBooks Desktop Versions](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/supported-quickbooks-desktop-versions.md) - [QuickBooks Desktop Chargeback Reconciliation](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-desktop/chargeback-reconciliation.md): How to reconcile chargebacks in QuickBooks Desktop using the built-in Record Bounced Check function. - [QuickBooks Online](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online.md) - [QuickBooks Online Reconciliation](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online/quickbooks-online-reconciliation.md): Your step-by-step guide for accurate reconciliation with QuickBooks Online. - [Auto-Pay Based on Recurring Invoices from QuickBooks Online](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online/auto-pay-based-on-recurring-invoices-from-quickbooks-online.md) - [QuickBooks Online Credit Card Fee Reconciliation](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online/quickbooks-online-credit-card-fee-reconciliation.md) - [How to Disable QuickBooks Online Payments](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online/how-to-disable-quickbooks-online-payments.md) - [QuickBooks Online Customer Type Filter](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online/quickbooks-online-customer-type-filter.md) - [Sage Intacct](https://help.alternativepayments.io/integrations/accounting-integration-guides/sage-intacct.md) - [FreshBooks](https://help.alternativepayments.io/integrations/accounting-integration-guides/freshbooks.md) - [Microsoft Dynamics 365 Business Central](https://help.alternativepayments.io/integrations/accounting-integration-guides/microsoft-dynamics-365-business-central.md) - [Zoho Books](https://help.alternativepayments.io/integrations/accounting-integration-guides/zoho-books.md) - [Oracle NetSuite](https://help.alternativepayments.io/integrations/accounting-integration-guides/oracle-netsuite.md) - [Xero](https://help.alternativepayments.io/integrations/accounting-integration-guides/xero.md) - [Xero Reconciliation](https://help.alternativepayments.io/integrations/accounting-integration-guides/xero/xero-reconciliation.md): Your step-by-step guide for accurate reconciliation with Xero. - [PSA Integration Guides](https://help.alternativepayments.io/integrations/psa-integration-guides.md) - [HaloPSA](https://help.alternativepayments.io/integrations/psa-integration-guides/halopsa.md) - [HaloPSA Integration Set-Up Guide](https://help.alternativepayments.io/integrations/psa-integration-guides/halopsa/halopsa-integration-set-up-guide.md) - [HaloPSA Quotations Integration Set-Up Guide](https://help.alternativepayments.io/integrations/psa-integration-guides/halopsa/halopsa-quotations-integration-set-up-guide.md): Your step-by-step guide to accepting quotes with HaloPSA Quotations & Alternative Payments. - [Creating a New HaloPSA Agent](https://help.alternativepayments.io/integrations/psa-integration-guides/halopsa/creating-a-new-halopsa-agent.md) - [ConnectWise](https://help.alternativepayments.io/integrations/psa-integration-guides/connectwise.md) - [Why has my invoice not synced in from ConnectWise?](https://help.alternativepayments.io/integrations/psa-integration-guides/connectwise/why-has-my-invoice-not-synced-in-from-connectwise.md) - [Autotask](https://help.alternativepayments.io/integrations/psa-integration-guides/autotask.md) - [Creating User-Defined Fields](https://help.alternativepayments.io/integrations/psa-integration-guides/autotask/creating-user-defined-fields.md) - [Mass Updating User-Defined Fields (UDFs)](https://help.alternativepayments.io/integrations/psa-integration-guides/autotask/mass-updating-user-defined-fields-udfs.md): Here’s our guide on mass-updating the appropriate contacts with the correct user-defined field (UDF) in Autotask to ensure only the contacts you want will sync - [SuperOps](https://help.alternativepayments.io/integrations/psa-integration-guides/superops.md) - [Quoting Integration Guides](https://help.alternativepayments.io/integrations/quoting-integration-guides.md) - [Quoter Integration Set-Up Guide](https://help.alternativepayments.io/integrations/quoting-integration-guides/quoter-integration-set-up-guide.md) - [CPQ Integration Set-Up Guide](https://help.alternativepayments.io/integrations/quoting-integration-guides/cpq-integration-set-up-guide.md) - [QuoteWerks Integration Set-Up Guide](https://help.alternativepayments.io/integrations/quoting-integration-guides/quotewerks-integration-set-up-guide.md) - [Telecom/VOIP Integration Guides](https://help.alternativepayments.io/integrations/telecom-voip-integration-guides.md) - [Datagate Integration](https://help.alternativepayments.io/integrations/telecom-voip-integration-guides/datagate-integration.md): Your guide to connecting to the Datagate integration. - [Control Invoice PDF Attachments in Emails](https://help.alternativepayments.io/preferences/control-invoice-pdf-attachments-in-emails.md) - [Timezone Configuration](https://help.alternativepayments.io/preferences/timezone-configuration.md) - [Customization](https://help.alternativepayments.io/preferences/customization.md) - [Customizing Your Help Page](https://help.alternativepayments.io/preferences/customization/customizing-your-help-page.md) - [Managing Credit Card Fees](https://help.alternativepayments.io/preferences/customization/managing-credit-card-fees.md) - [Multiple Partner Dashboards with One Login](https://help.alternativepayments.io/preferences/customization/multiple-partner-dashboards-with-one-login.md) - [Managing Email Notifications](https://help.alternativepayments.io/preferences/customization/managing-email-notifications.md) - [Custom Payment Link for Quotes](https://help.alternativepayments.io/preferences/customization/custom-payment-link-for-quotes.md): Your guide to accepting payments up front for quotes. - [User Roles and Team](https://help.alternativepayments.io/preferences/user-roles-and-team.md) - [Adding and Removing Team Members](https://help.alternativepayments.io/preferences/user-roles-and-team/adding-and-removing-team-members.md) - [User Roles](https://help.alternativepayments.io/preferences/user-roles-and-team/user-roles.md) - [Enabling MFA](https://help.alternativepayments.io/preferences/user-roles-and-team/enabling-mfa.md) - [New Login Experience](https://help.alternativepayments.io/preferences/user-roles-and-team/new-login-experience.md) - [End-Customer FAQs](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs.md) - [Paying an Invoice via Guest Checkout](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/paying-an-invoice-via-guest-checkout.md) - [How to Approve PAD from Your Customer Dashboard](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/how-to-approve-pad-from-your-customer-dashboard.md) - [Logging into Your Vendor’s Payment Portal](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/logging-into-your-vendors-payment-portal.md) - [Making Invoice Payments](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/making-invoice-payments.md) - [Enrolling into Auto-Pay](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/enrolling-into-auto-pay.md) - [Enabling Multi-Factor Authentication (MFA)](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/enabling-multi-factor-authentication-mfa.md) - [Inviting Other Team Members](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/inviting-other-team-members.md) - [Managing My Payment Methods](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/managing-my-payment-methods.md) - [Managing Multiple Accounts](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/managing-multiple-accounts.md) - [Disabling Email Notifications](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/disabling-email-notifications.md) - [Paying an Invoice in Installments](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/paying-an-invoice-in-installments.md) - [Paying an Unavailable Invoice](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/paying-an-unavailable-invoice.md) - [Downloading Itemized Invoices](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/downloading-itemized-invoices.md) - [Scheduling Invoice Payments](https://help.alternativepayments.io/end-customer-faqs/end-customer-faqs/scheduling-invoice-payments.md): You can easily schedule upcoming invoice payments from your vendor's customer portal. Follow the steps below to choose a date and payment method that works best for you. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://help.alternativepayments.io/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.