Payments
Add and manage payments and receipts to maintain a clear documentation of completed transactions.
[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] Mark a Payment as Failed (Credit Card Payments via Stripe)Manually update a payment's status in Flex to reflect failed charges or processed refunds.