Payments and Refunds
1 Sub Category |
3 Docs
Features of Payment and Refund Records
Last Updated: July 15, 2026Apayment record holds all the information regarding an individual payment (or refund). You can find specific payments on the Summary tab of a client record, or in the Payment and Refund portion of an invoice. Double-click on a payment or refund to open it. WHAT’S THE DIFFERENCE BETWEEN A PAYMENT AND A REFUND? A payment...
Payment Wizard
Last Updated: July 15, 2026The Payment Wizard allows you to enter payment information quickly and easily. To launch the Payment Wizard, open an invoice and click Create New Payment or Refund. You can modify what pages of the wizard are used, what the text message says on each page, and other options by going to the Wizard Builder, click...