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

Resolve a Payment Manually

How to handle payments that need manual intervention — assign a customer, select invoices, and confirm

This content is for SettleWise users

Sign in to your SettleWise account to access this guide.

Sign in to SettleWise Browse public docs

Receive Payment via Email

Process customer payment confirmations received by email

Add Payment Manually

How to manually add payments received from customers