Mallow Help Center

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Quick start guide PCI Compliance forms - Fiserv PCI Compliance forms - Sola Install Mallow on your phone

Add users to your account Create an invoice Update a subscription Update a Recurring Invoice Store payment methods on file Recover failed or incomplete payments Build a contract template Send an agreement Update your company info Add or change your profile photo Connect Mallow and QBO Disconnect Mallow and QBO Use Mallow table views

Invoicing and Payments

Mallow's fee structure explained What is Interchange? What is Interchange+ pricing? Invoicing best practices Chargebacks and Disputes International payments Payment rails available in Mallow Delayed and withheld payouts Invoice types Access stored payment methods What happens to canceled invoices? ACH bank transfer payments Managing chargebacks and disputes Clients dashboard Overdue invoice reminders Why does my subscription say Date TBD? Prevent duplicate payment charges Invoice in USD and CAD

Contracts and eSignatures

Envelope limits – we don't have any Are eSignatures legally-binding with Mallow? Cancelling a contract Delete an agreement Audit trails on completed agreements Review rejection feedback on agreements

How is payment information stored in Mallow? Is Mallow PCI-compliant? Are my funds safe with Mallow? Is Mallow a payment processor?

Your Mallow Account

Cancelling your Mallow account Branding and White-labeling Account bans and restrictions Find and read product updates Navigate the Mallow portal on mobile Home dashboard Temporary lock outs Stuck loading screens Switch between Mallow accounts

Integrations and API

Does Mallow integrate with other software? What does the Mallow x QBO integration do? How Mallow reconciles with existing QuickBooks invoices Vault payment email template configuration How Mallow syncs invoices and payments with QuickBooks Online

Submit a feature request How can I contact Mallow? Where is Mallow located? Who can use Mallow? How does Mallow compare to other tools? Change your bank account in Mallow Client Portal

Integrations and API

How Mallow reconciles with existing QuickBooks invoices

We have combined our QuickBooks integration overview and reconciliation details into one plain-language guide.

For the complete explanation of how invoices, payments, and matching work between Mallow and QuickBooks Online, see How Mallow syncs invoices and payments with QuickBooks Online.

To set up the connection, see Connect Mallow and QBO.

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