Financial

Financial

• Revenue accounts and importing into Quickbooks
• Revenue accounts and importing into Quickbooks (video walk-throughs)
• 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

• Configuring Online Payment Processing
• Refund Process
• Switching payment processors