View Details / Adjust Invoice

Select this option to reduce the invoice amount or credit the entire invoice.

Add Customer Request

Select to create a customer request and assign it to yourself, or another user.

Email

Select to email the invoice to a contact on the account. Invoices can be emailed as either a URL link, or as a PDF attachment.

Print

Select to print the selected invoice.

Reverse

Select to reverse the invoice record. This can only be done to the most recent invoice, or period that is currently open.

Payment - Credit Card

Email

Select to email a copy of the payment receipt to a contact on the account.

Print Receipt

Select to print a copy of the receipt.

Record Chargeback

In the event the customer’s payment was reversed by the financial institution, record the chargeback using the Record Chargeback tool.

Refund Payment

Select the Refund Payment option to generate a refund on the payment.

Payment - Check

Email

Select to email a copy of the payment receipt to a contact on the account.

Print Receipt

Select to print a copy of the receipt.

Reverse / Transfer / Split

• Reverse: Option to reverse the payment for insufficient funds.

• Transfer: Option to transfer the payment to another account. If selected, a search field displays to search for the account the payment will be transferred to.

• Split: Option to split the payment between accounts. If selected, a search field displays to search for the account the payment will be split between.