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Accounting Seed Knowledge Base
Cash In
Cash In
Creating Billings (Customer Invoices)
Create or Clone a Billing
Create a Billing from an Opportunity
Merge Billings
Billing Field Descriptions
Emailing Billings
Email a Billing
Mass Email Billings
Cash Receipts
Receive and Apply Cash
Parent/Child Cash Application
Receive Payment Directly from a Billing
Make Bank Deposits
Reverse a Cash Application to Preserve an Audit Trail
Customer Overpayments
Payment Processing Via Stripe
Connect to Stripe
Add a Payment Method
Charge a Customer Using Stripe
Process a Stripe Refund
Record Stripe Transfers and Fees
Recurring Billing
Set Up a Recurring Billing
Set Up a Recurring Billing from an Opportunity
Create a Billing from a Recurring Template
Collections
Email a Customer Statement
Mass Email Customer Statements
Non-Sufficient Funds (NSF) Checks
Bad Debt Write Off
Customer Returns
Customer Returns Overview
Return Unpaid Non-Inventory Sale (Create and Apply Credit Memo)
Return Partially Paid Non-Inventory Sale
Return Fully Paid Non-Inventoried Sale
Revenue Amortization
Amortize Revenue for a Billing
Automate Billing Cycle Dates
Sales Tax
Sales Tax Overview
Sales and Purchase Tax
Set Up Avalara AvaTax Integration
Estimate Tax on an Opportunity with Avalara's AvaTax
Calculate Tax on a Billing with Avalara's AvaTax
Run the AvaTax Exception Report
Field Service Lightning (FSL) Connector
Create Billing from Work Order
Create Sales Order from Work Order
