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

Transfer Balance to Another Customer

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

This content is for SettleWise users

Sign in to your SettleWise account to access this guide.

Sign in to SettleWise Browse public docs

Use Payment Links

Send customers a secure link to pay invoices online with their credit card

Upload Payment Evidence

Attach proof of payment files to payment records