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

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

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.

Select to print the selected invoice.

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

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

Select to print a copy of the receipt.

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

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

Payment - Check

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

Select to print a copy of the receipt.

• 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.