Manage your Client Billing
Make a Purchase on Behalf of a ClientHow to impersonate a client in the store.
Reconciliation in SmartRecReconciliation links payments to one or more items on an invoice and is required for accurate fiscal reporting.
Saved Credit Cards and eChecksClients (and even admins) can save credit cards and bank information in the Wallet.
Make Payments and Deposits in a Client's AccountIf a payment isn't made in the store, you can add them directly in the client's billing account.
Upcoming PaymentsEdit a client's payment method on subscription & installments, edit the date and amount for future installments, and view post-dated checks.
How to Deposit Post-Dated ChecksDeposit physical, post-dated checks for one or more clients at a time.
Cancel a Purchase and Issue a RefundYou may cancel an invoice and issue a refund in a single transaction.
Refund Without Canceling a PurchaseLearn how to cancel or refund payments without canceling the invoice.
Activity ReplacementThe replacement tool lets admins quickly swap a client's activity for another, or a legacy membership for another.
Refund a client directly on their credit cardIt's quick and easy to refund credit card payments directly onto customers' cards.
Create Mass Invoices or CreditsYou can mass invoice or credit your clients from the Clients tab.
Search by Invoice NumberUse an invoice number to find someone in the Clients tab.