Accounting and Finance Tab
Everything you need to know about merchant accounts, managing payments, policies, and accounting.
Choose your Organization's Payment OptionsDefine your taxes, fees and which payment methods are accepted in your store.
How Sales Taxes are CalculatedLearn how we use 'Banker's Rounding' to determine how taxes are rounded.
Cancellation PoliciesAutomatically apply cancellation policy and credit calculations to a session activity based on the criteria you set.
Configure InstallmentsGive your clients the option to pay in post-dated installments.
The 10-Day Installment DelayYou can impose a minimum delay of 10 days between the date of purchase and the 1st future installment.
Order & Set up your Integrated Terminal(s)Instructions on how to obtain and connect your Pax A920 card reader.
The Action centerStay on top of failed payments, prompt clients to update expiring cards, and clean up account balances faster than ever.
Integrated Payment TerminalsServe clients efficiently with a WiFi terminal that automatically updates payment details in SmartRec.
Pick an Accounting Type & Create your Custom Ledger CodesNo matter how you do your accounting, everything in your store requires a ledger code.
System Ledger Codes - Their Role in Journal EntriesLearn why a particular system ledger code is used in journal entries.
How Revenue is Deferred and Recognized in SmartRecLearn how SmartRec defers revenue for each occurrence type on an accrual basis.
The Merchant Account PageAmilia Payment lets you quickly view your bank transfers and match them with the appropriate invoice(s).
Reconcile your Monthly Bank Statements with your Online PaymentsLearn how to match your bank statements with online client payments using the Netbanx settlement report and your Payment summary.
What is a Chargeback?A chargeback is a reversal of a credit card transaction arising from a dispute.
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
Interac on Integrated TerminalsAvailable in Canada for in-person transactions with an integrated Pax A920 card reader.
Get Ready for Tax Time and RL-24sLearn how to prepare yourself for the upcoming tax and RL-24 season!
RL-24s in 5 Easy StepsThe childcare expenses tax credit is for Quebec organizations that offer daytime childcare services, excluding extracurricular activities.
Email Template to Participants to Prepare for RL-24'sWe strongly encourage informing your clients of the details needed to issue RL-24's.