Updated Articles

  1. Customer Pay Now Workflow for Credit Card Payment

    A Credit Card payment workflow added to Invoice correspondence.
  2. Payment Processor Setup

    See this group of Articles for information regarding setting up payment processing integration.
  3. Processing Refunds for Vendor Purchases Made on a Credit Card

    Provides steps for processing refunds from vendors for items purchased with a credit card.
  4. Managing Your Credit Card Processor Fees

    Explains guidelines and best practices for effectively managing your costs from credit card processor charges.
  5. Processing Refunds for Customer Credit Card Payments

    Provides steps for voiding receipts and processing partial refunds in the Receipts module.
  6. Recording a Bank Deposit

    Details information about recording a bank deposit, including automatic updates and WIRE transfers.
  7. Overview of Invoices

    Explains the Invoices module, including features such as payment comments and invoice items summary reporting.
  8. Overview of Receipts

    Presents the Receipts module, including features such as payment and bank information for the receipt.
  9. Overview of Invoice Items

    Discusses the Invoice Items module, including features such as invoice item information and related records.
  10. Overview of Receipt Items

    Summarizes the Receipt Items module, including features such as receipt item information and related records.