Cash In

Creating 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

See all 7 articles

Emailing Billings

• Email a Billing
• Mass Email Billings

Cash Receipts

• Receive and Apply Cash
• Cash Payments by Parent or Alternate Account
• Receive Payment Directly from a Billing
• Make Bank Deposits
• Reverse a Cash Application to Preserve an Audit Trail
• Customer Overpayments

Payment Processing using 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

Amend Posted or Unposted Record

• Apply an Unposted Cash Receipt or Credit Memo to a Billing
• Unpost a Billing with an Applied Cash Receipt or Credit Memo

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 a 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
• 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

See all 9 articles