Cash In

Creating Billings (Customer Invoices)

• Create a Billing
• Create a Billing from an Opportunity
• Merge Billings
• Billing Field Descriptions

Emailing Billings

• Email a Billing
• Mass Email Billings

Cash Receipts

• Receiving and Applying Cash
• Parent/Child Cash Application
• Retainers and Customers Prepayment
• Reversing a Cash Application to Preserve an Audit Trail
• Making Bank Deposits
• Customer Overpayments

Payment Processing Via Stripe

• Connecting to Stripe
• Adding a Payment Method
• Charging a Credit Card
• Stripe Refund
• Recording Stripe Transfers and Fees

Collections

• Email a Customer Statement
• Mass Email Customer Statements
• Non-sufficient Funds (NSF) Checks
• Bad Debt Write Off

Recurring Billing

• Create a Recurring Billing from an Opportunity
• Creating a Billing from Recurring Template
• Mass Create Billings from Recurring Templates

Customer Returns

• Customer Returns Overview
• Returning an Unpaid Non-Inventory Sale
• Returning a Partially Paid Non-Inventory Sale
• Returning a Fully Paid Non-Inventoried Sale

Revenue Recognition

• Revenue Recognition
• Automating Billing Cycle Dates

Sales Tax

• Sales Tax Overview
• Setting up Tax Rates and Products
• Assigning Tax Rates to a Customer
• Adding Tax on a Billing
• Uninstalling Legacy AS Sales Tax Extension