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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...

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...

This guide will walk you through setting up and configuring your credit card processing settings in CaterZen using Braintree or Authorize.net. If you have n...

This article will go over how to create a custom field to appear in your Order Entry tab or Customer Checkout page. Here is a video that will show you h...

In this article we will be going over how to change the field layout for your Order Entry tab and the Checkout tab the customer will see. Here is a vide...

In this article we will go over how to create an Electronic Contract to send to your prospects when a quote is placed.   Note the contract can not be sent f...

In this article we will be going over how to apply an Electronic Contract to a quote.   Note there is a different article to learn how to create an Electron...

This article will go over how to set up your settings when you are first creating your Sales Tax Rate. 1- Click on the Admin tab.   Then go to the Globa...

In this article we will go over how to set up your Sales Tax Rates.    1 - Click on the Admin tab and then look for the Global Settings section and then...

In this article we will be going over how to create the Sales Tax Categories.   This will give you a broken down report for your Sales Journal Report, as we...