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
Emailing Billings
Cash Receipts
- Receive and Apply Cash
- Cash Payments by Parent or Alternate Account
- Receive Payment Directly from a Billing
- Issue a Refund from a Cash Receipt
- Make Bank Deposits
- Reverse a Cash Application to Preserve an Audit Trail
Payment Processing using Stripe
Recurring Billing
Amend Posted or Unposted Record
Collections
Revenue Amortization
Sales Tax
- Sales Tax Overview
- Set up Accounting Seed (AS) Native Tax
- Calculate Tax on a Billing with AS Native Tax
- Estimate Tax on an Opportunity with AS Native Tax
- Set Up Avalara AvaTax Integration
- Set up an Account or a Product as Tax Exempt with AvaTax