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

Create and Send an Invoice

Step-by-step guide to creating and sending invoices to customers

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Dashboard Overview

Understand the main SettleWise dashboard and navigation

Two-Phase Payments

Split invoices into two payment phases with separate due dates