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

Upload Payment Evidence

Attach proof of payment files to payment records

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Transfer Balance to Another Customer

Move an invoice's remaining balance from one customer to another using the AI assistant

Create a Credit Memo and Invoice from It

How to issue a credit memo and create a traceable invoice from it