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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

Transfer Balance to Another Customer

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

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Transfer Credit to Another Customer

Move available credit from one customer to another from the customer profile

Upload Payment Evidence

Attach proof of payment files to payment records