By Samantha1 author13 articles
Manage your Client's Billing
Make a Purchase on Behalf of a Client
Reconciliation in SmartRec
Saved Credit Cards and eChecks
Make Payments and Deposits in a Client's Account
Upcoming Payments
How to Deposit Post-Dated Checks
Cancel a Purchase and Issue a Refund
Refund Without Canceling a Purchase
Activity Replacement
Refund a client directly on their credit card
Create Mass Invoices or Credits
Search by Invoice Number