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  1. MC Professional
  2. Financial

Financial

Financial

  • Revenue accounts and importing into Quickbooks
  • Video walkthrough: Revenue accounts and importing into Quickbooks
  • Transactions Overview
  • Exporting the Transaction Report

Invoices

  • Invoicing
  • How to Resend an Invoice
  • Setting a second email for invoices
  • How to Void Renewal Invoices
  • Can I edit an invoice?
  • Updating the API credentials for your payment processor

Payment Processing and Refunds

  • Auto-renew payment failure : common causes
  • Refund Process
  • Configuring Online Payment Processing
  • Switching payment processors

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