Accounting and Finance Tab

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

Kim Fortin avatar Samantha Postlethwaite avatar
17 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.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

How Sales Taxes are Calculated in Amilia

Learn more about how Amilia uses Banker's Rounding to determine how taxes are rounded.
Kim Fortin avatar
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.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

Configuring Installments

Allow your clients to pay for eligible items in post-dated installments.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

The 10-Day Installment Delay

You can impose a minimum delay of 10 days between the date of purchase and the 1st future installment.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

Create a Ledger Code

Each item in your store requires a ledger code. Ledger codes group items together in your financial reports.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

How Amilia Bills your Organization

Download and review your monthly Amilia invoice.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

Payment Action Center-Track Failed Transactions and Expiring Credit Cards

The Payment Action Center makes it easy to stay on top of transactions and expiring credit cards that require your attention.
Kim Fortin avatar
Written by Kim Fortin
Updated over a week ago

Reconcile Client Invoices, Payments and Credits

Reconciliation allows you to link a payment to one or more items on an invoice.
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago