New Articles

  1. Receiving Payments from Customers

    Presents steps for entering customer payments from three modules: Orders, Invoices, and Receipts.
  2. Using the Adjustment Field in Disbursements

    Provides information about using the adjustment field for discounts-taken.
  3. Working with Progress Billing

    Presents information on how to use progress billing to invoice customers for milestones achieved.
  4. Applying a Customer Credit from the Orders Module Payment Dialog

    Explains how to apply an existing customer credit to a new order.
  5. Working with Customer Credit Card Processing

    Provides an overview of setting up your system for credit card payments and processing these payments.
  6. Resolving Incomplete Credit Card Transactions

    Provides steps to clear an incomplete credit card transaction.
  7. Applying Credit Card and Debit Card Payments to Orders with Global Payments Integrated

    Provides steps for receiving customer payments using credit cards and debit cards.
  8. Applying ACH Payments to Orders with Global Payments Integrated

    Provides steps for using ACH processing for payment on an order.
  9. Adding a Credit Card Without Charging

    Provides steps to add a credit card without processing an actual charge to it.
  10. Updating Customer Credit Cards

    Details steps for deleting credit card information and for re-assigning a card to a different company record.