Global Settings

How Do I Create or Clone A Custom Quote Cover Sheet - Upgraded Quote Cover Sheet
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...
Thu, Jul 9, 2020 at 5:28 PM
Using Braintree - Manually
This article has a video attached that will walk you through the process on how to start allowing CaterZen to run your customers credit cards via Braintree ...
Tue, Dec 3, 2024 at 5:36 PM
Using Braintree.com - Automatically
This article will walk you through how to set up the process to start allowing CaterZen to run your customers credit cards via Braintree - automatically. ...
Tue, Dec 3, 2024 at 5:40 PM
FTP Daily Sales Journal Report
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...
Thu, Jul 9, 2020 at 6:04 PM
Braintree and Holding Clients Funds
 Braintree verifies the card is valid with a $0 to $1 authorization (depending on the type of card). Once validated, the authorization is removed. That prot...
Fri, Jan 8, 2021 at 11:09 AM
Braintree & CaterZen: How to Get Connected
In this article we will show you a video on how to connect your Braintree accounts to CaterZen.
Wed, Mar 5, 2025 at 9:10 PM
Configuring Credit Card Processing Settings in CaterZen
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...
Fri, Mar 7, 2025 at 8:19 AM
Create A Custom Field For Your Order Entry Tab
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...
Thu, Jul 9, 2020 at 6:08 PM
How To Change your Order Entry Tab Layout or the Customer Checkout View Layout
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...
Thu, Jul 9, 2020 at 6:09 PM
How To Create An Electronic Contract
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...
Thu, Jul 9, 2020 at 6:14 PM