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User guides
Various guides and step-by-step walk-throughs.
41 articles
How do I request/collect a payment?
Setting Up Automated Invoices with Quickbooks Online
Using Automated Invoices with Quickbooks Online
How can I add a Truss payment link to a QuickBooks invoice template?
How can I send a payment reminder?
How do I add a secondary email to a customer?
How Do I Edit an Invoice?
How do I change who pays the card fee?
How do I turn on/off custom payments?
How can I take a card payment over the phone
How do I cancel an invoice?
How do I create and use a virtual Truss Card
How do I freeze a card?
How do I order a new physical Truss card?
How do I close a card?
How do I set up and change spending limits for Truss card users?
How do I activate a physical Truss card
How can I add, edit, and delete tags for expenses?
How to send reminders for missing receipts?
What is a Truss Charge Card, and how does it work?
Reporting Unauthorized Card Transactions
How to view which card purchases are associated with a Card repayment
How are card returns handled?