Jessica Caudill
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Activity overview
Latest activity by Jessica Caudill-
Jessica Caudill created an article,
Product Update: Planning Pod Integration with Quickbooks Online
Exciting breaking news from your Planning Pod team: we now have a direct integration with Quickbooks Online for accounting! The ability to seamlessly send information from Planning Pod invoicing a...
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Jessica Caudill created an article,
Overview: Connecting Planning Pod Invoices with Quickbooks Online
We provide a direct integration from Planning Pod to Quickbooks Online to assist in streamlining the tracking of financial data across both platforms without extra data entry. Using the integratio...
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Jessica Caudill created an article,
Connecting a Quickbooks Payment Processing Account with Planning Pod
Users with a Quickbooks Payment Processing account can connect this with Planning Pod to process payments on Invoices and Tickets/Registration. This connection is for processing payments only - th...
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Jessica Caudill created an article,
Major Venue Management Software Update: Food & Beverage & BEO Tools!
As you have probably noticed, the major updates to the Food & Beverage and BEO tools are now live in your venue management account! We are excited to share this major upgrade to the system and want...
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Jessica Caudill created an article,
Batch Printing BEOs in Planning Pod
Banquet Event Orders can be downloaded for multiple upcoming events at the same time using system reporting. To Batch-Download BEOs for Multiple Events: Click on "Reports" from the main navigati...
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Jessica Caudill created an article,
Managing BEO Filters & Views in an Event
The BEO tools provides users with the flexibility to choose what information they would like included based on the event specifics. This can be accomplished by creating custom BEO Layouts as well ...
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Jessica Caudill created an article,
Overview - What is the Client Portal and How Does It Work?
Welcome to the Planning Pod Client Portal! This tool serves as a 5th option under your User Access & Permissions area - allowing you to send information/documentation and collaboration tools to...
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Jessica Caudill created an article,
Collecting Signatures Using the Client Portal
The Client Portal offers an alternative way to manage multiple documents in a single location for your clients. Whether you are collecting a signature on a Contract, Proposal or BEO the client c...
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Jessica Caudill created an article,
Managing Payment Methods in the Client Portal
If you are using the Planning Pod system for invoicing/payment processing your clients can add/update payment methods from the portal. When a payment method is saved in the portal it also populat...
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Jessica Caudill created an article,
Setting Up Online Electronic Payment Processing in Planning Pod
If you need to collect invoice payments or registration/ticket payments from your customers, Planning Pod integrates with several merchant payment processors so you can seamlessly collect credit ...