Financial

Finances

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

Invoicing

• Getting started with invoicing
• Managing the Invoice List
• Managing invoices and credit memos
• Editing ad-hoc invoices and credit memos
• Tracking invoice history with the Activity Log
• Creating ad-hoc invoices and credit memos: Individually and in bulk

See all 11 articles

Payment Processing and Refunds

• Auto-renew payment failure: common causes
• Refund process
• Configuring online payment processing
• Changing payment processors
• Updating the API credentials for your payment processor