Accounting and Finance Tab

Everything you need to know about the Amilia invoice, merchant accounts, managing payments, policies, and accounting.

16 articles in this collection
Written by Kim Fortin and Samantha Postlethwaite

Choose your Organization's Payment Options

Define your taxes, fees and which payment methods are accepted in your store.

Written by Samantha Postlethwaite
Updated over a week ago

How Sales Taxes are Calculated

Learn how we use 'Banker's Rounding' to determine how taxes are rounded.

Written by Kim Fortin
Updated over a week ago

Cancellation Policies

Automatically apply cancellation policy and credit calculations to an activity based on the criteria you set.

Written by Samantha Postlethwaite
Updated this week

Configure Installments

Give your clients the option to pay in post-dated installments.

Written by Samantha Postlethwaite
Updated this week

The 10-Day Installment Delay

You can impose a minimum delay of 10 days between the date of purchase and the 1st future installment.

Written by Samantha Postlethwaite
Updated over a week ago

How Amilia Bills your Organization

Download and review your monthly Amilia invoice.

Written by Samantha Postlethwaite
Updated over a week ago

The Payment Action Center

Stay on top of failed transactions and expiring credit cards.

Written by Kim Fortin
Updated over a week ago

Ledger Codes & Accounting Resources

Pick an Accounting Type & Create your Custom Ledger Codes

No matter how you do your accounting, everything in your store requires a ledger code.

Written by Samantha Postlethwaite
Updated over a week ago

System Ledger Codes - Their Role in Journal Entries

Learn why a particular system ledger code is used in journal entries.

Written by Samantha Postlethwaite
Updated over a week ago

Merchant Account

The Merchant Account Page

Amilia Payment lets you quickly view your bank transfers and match them with the appropriate invoice(s).

Written by Samantha Postlethwaite
Updated this week

Reconcile your Monthly Bank Statements with your Online Payments

Learn how to match your bank statements with online client payments using the Netbanx settlement report and your Payment summary.

Written by Samantha Postlethwaite
Updated over a week ago

What is a Chargeback?

A chargeback is a reversal of a credit card transaction arising from a dispute.

Written by Samantha Postlethwaite
Updated over a week ago

Rectifying Failed Refunds (Netbanx only)

If some of your customers aren't receiving the refunds you've issued, you may need to verify your merchant account

Written by Kim Fortin
Updated over a week ago

RL-24 Tax Credit

Get Ready for Tax Time and RL-24's

Learn how to prepare yourself for the upcoming tax and RL-24 season!

Written by Samantha Postlethwaite
Updated over a week ago

RL-24's in 5 Easy Steps

The RL-24 tax credit is specific to Quebec organizations that offer childcare services (excluding evening and extracurricular activities).

Written by Samantha Postlethwaite
Updated over a week ago

Email Template to Participants to Prepare for RL-24's

We strongly encourage informing your clients of the details needed to issue RL-24's.

Written by Samantha Postlethwaite
Updated over a week ago