Payments
Add and manage payments and receipts to maintain a clear documentation of completed transactions.
By Krasto and 1 other2 authors10 articles
- [Flex] Payment ReceiptsLearn how receipts confirm payments, how to manually or automatically generate and send them, and how to customize their templates.
- [Flex] Statement of Accounts and Invoices
- [Flex] Add an Invoice Payment From a Customer's or a Company's Profile
- [Flex] Add, Allocate, and Refund Overpayments
- [Flex] Reconcile Bulk Payments Received from a Payment Provider Using a Clearing Account
- [Flex] Multi-Location Payment Details
- [Flex] Charge Companies' and Members' Stored Payment DetailsManually charge a customer's stored card or bank account to collect payments outside the Bill Run.
- [Flex] Request Payment Details of a Member or a CompanyLearn how to request the payment details of a member or a company to add a credit or debit card to their profile.
- [Flex] When To Mark a Payment as Failed
- [Flex] NACHA Compliance for ACH Debit Transactions: Physical GoodsWhat US operators using ACH payments need to do before June 22, 2026.