Conferma Pay SNAP

Getting Started with SNAP

• Menus and Controls in SNAP
• Conferma Pay Snap User Access Levels
• Logging in to SNAP for the First Time
• Snap Useful Glossary - Terminology Explained
• Virtual Payment Process Flow
• Snap video guides

Reporting and Analytics

• Customising Reports
• Helpful reports guide
• Overview and Analytics
• Reporting
• SNAP Analytics and Reporting FAQs

Transactions and Deployments

• SNAP Transactions and Deployments FAQs
• Manually Matching Transactions
• Searching for Transactions
• Searching for Deployments
• Adding Notes to a Deployment, Transaction or Invoice

Account Management in SNAP

• SNAP Account Management FAQs
• Logging In to SNAP
• Forgotten Password and Locked Accounts in SNAP
• Single Sign On in SNAP
• Changing Security Details in SNAP

Documents and Invoices

• Managing Invoices in SNAP
• Document Management
• Invoice Reminders
• Documents and Invoices FAQs
• How can I view transactions that are missing supplier invoices?
• How to add Invoices to Documents