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 Credit Memo)
• Return Partially Paid Non-Inventory Sale
• Return Fully Paid Non-Inventoried Sale

Revenue Recognition

• Recognize Revenue
• Automate Billing Cycle Dates

Sales Tax

• Sales Tax Overview
• Sales and Purchase Tax
• Avalara

Field Service Lightning (FSL) Connector

• Create Billing from Work Order
• Create Sales Order from Work Order