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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 Credit to Another Customer 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 Pay an Invoice Using Credit Reconcile End of Season

Reconcile End of Season

Close out the season and prepare for the next one

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Pay an Invoice Using Credit

Use available customer credit to pay an invoice (no cash required)

Complete guide to invoice management in SettleWise