Create and Send an Invoice Two-Phase Payments Edit an Invoice Receive Payment via Email Resolve a Payment Manually Add Payment Manually Use Payment Links Transfer Balance to Another Customer Upload Payment Evidence Create a Credit Memo and Invoice from It Cancel a Booking and Issue a Refund Rollover Credit to Next Season Apply Credit to an Invoice Create a Payout Record a Register Transaction Set Up Payment Reminders Reconcile End of Season

Apply Credit to an Invoice

Use customer credit when creating or paying invoices

This content is for SettleWise users

Sign in to your SettleWise account to access this guide.

Sign in to SettleWise Browse public docs

Rollover Credit to Next Season

Keep customer deposits as credit for the next season

Create a Payout

Record a business expense with optional invoice OCR extraction