Payments
Add and manage payments and receipts to maintain a clear documentation of completed transactions.
8 articles
[Overview] Payment ReceiptsLearn how receipts confirm payments, how to manually or automatically generate and send them, and how to customize their templates.
Statement of Accounts/Invoices
How to Add an Invoice Payment From a Customer's or a Company's Profile
How to Add, Allocate and Refund Overpayments
Reconcile Bulk Payments Received from a Payment Provider Using a Clearing Account
Multi-Location Payment Details
[Flex] How to Manually Add Payments to Invoices
[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.