CLIENT ACCOUNTS
- ★ Take a payment
- ★ Delete or void a payment
- ★ Enter a prepayment or leave a credit on an account
- ★ Send and manage online payment links
- Recommended workflows to correct client accounts
- Review client account history
- Payment Summary
- Adjust a client balance
- Manage balance adjustment reasons
- FAQs: Balance Adjustments
- Refund or return a product
- Add a discount, coupon, or rebate to an invoice
- Create or update a counter sale
- Review overdue accounts
- Review and finalize draft consultations
- Send statements
- Write off an account
- Reverse a write-off
- Edit a payment method on a client payment