User guides
Various guides and step-by-step walk-throughs.
47 articles
How do I request/collect a payment?
How can I send an Invoice 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?
Resolving Custom Payments That Don’t Match Outstanding Invoices
Collecting Payments on Pre-Integration Invoices in QuickBooks
How do I refund an invoice?
Sending an invoice via text messaging
How do I send money to someone?
Sending bill payments via Direct Deposit
How do you print checks from Truss?
How do I add a vendor?
Sending bill payment reminders
Printing checks for your Truss account
How do I retry a failed bill payment?
How do I edit a bill payment?
How to Set Up Recurring Payments on Truss with Quickbooks Online
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 card refunds are displayed and handled
How to view which card purchases are associated with a Card repayment
Why use Truss cards?
How do Truss Card Rewards work?
How to upload expense receipts for Truss Card purchases