Conferma Pay SNAP

Getting Started with SNAP

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

Reporting and Analytics

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

Transactions and Deployments

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

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

• Documents and Invoices FAQs
• How can I view transactions that are missing supplier invoices?
• Document Management
• Uploading a File
• Invoice Reminders
• Managing Invoices

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