Knowledgebase

Some corporate clients or specific customers may require invoices that display only the line items and amount due for the current charge, omitting any overa...

When adjusting an invoice that has both a late fee and an overpayment or misapplied payment, attempting to modify line items directly can result in mismatch...

When enabled, the system automatically sends a confirmation receipt to customers via email, SMS, or both whenever an invoice is marked as paid. This app...

From the Active Invoices screen, Admins can select multiple invoices and use the Charge card/ACH toolbar action to process payments in bulk against stored c...

Invoices can be filtered, managed, and updated in bulk directly from both the main Active Invoices screen and the Invoices tab on individual Customer Profil...