Cash In
Create Billings (Customer Invoices)
- Migration to Header Level Posting (HLP) - AS Native Tax
- Migration to Header Level Posting (HLP) - AvaTax
- Billing Header Level Posting (HLP)
- Create or Clone a Billing
- Create a Billing from an Opportunity
- Merge Billings
Customer Cancellations/Returns and Billing Credit Memos
AR Automation
- AR Automation Overview
- Merchant Funds and T-Accounts
- Merchant Download Automation Job
- Cardknox Onboarding Process
- Generate Cardknox Keys
- Migrate your Stripe Payment Methods to Cardknox
Emailing Billings
Cash Receipts
- Receive and Apply Cash
- Receive Payment Directly from a Billing
- Receive Payments from Multiple Billings
- Cash Payments by Parent or Alternate Account
- Issue a Refund from a Cash Receipt
- Reverse a Refund from a Cash Receipt
Payment Processing using Stripe
- Connect to Stripe
- Connect to Stripe in the Test Mode
- Manage Stripe Payment Methods
- Charge a Customer Using Stripe
- Pay a Billing in a Future Accounting Period
- Process a Stripe Refund
Recurring Billing
Amend Posted or Unposted Record
Collections
Revenue Amortization
Sales Tax
- Sales Tax Overview
- Colorado Retail Delivery Fee
- Set up Accounting Seed (AS) Native Tax
- Calculate Tax on a Billing with AS Native Tax
- Calculate/Estimate Tax on an Opportunity
- Estimate Tax on an Opportunity with AS Native Tax