Invoices

Charges
Charges Charges to customer credit cards occur as follows: One-time Invoices: When an Estimate is created WITHOUT the Recurring box checked, the invoice...
Mon, 12 Apr, 2021 at 2:34 PM
Cancel Recurring Charges
Cancel Recurring Charges If the customer requests to cancel the recurring transactions: From the navigation menu select Invoices. Use Select Filters to ...
Mon, 12 Apr, 2021 at 2:35 PM
Refunds and Returns
Refunds and Returns If the customer requests a refund or return on an invoice: If the invoice related to the refund/return is at a status of Pending: Op...
Mon, 12 Apr, 2021 at 2:36 PM
Cancel a Refund or Return
Cancel a Refund or Return If there is a change and the refund or return needs to be cancelled: In the subject invoice being cancelled/refunded, click Can...
Mon, 12 Apr, 2021 at 2:38 PM