Client Billing
By Samantha1 author12 articles
- Manage your Client Billing
- Make a purchase on behalf of a clientHow to purchase items on behalf of a client in the store.
- Reconciliation in SmartRec (Paysafe)Reconciliation 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 payments in the client accountManage planned payments for recurring billing and installments. Edit payment methods, update installment dates & amounts, & view post-dated checks.
- How to Deposit Post-Dated ChecksDeposit physical, post-dated checks for one or more clients at a time.
- Activity ReplacementThe replacement tool lets admins quickly swap a client's activity for another, or a legacy membership for another.
- How to refund a clientEasily issue refunds to the original payment method—credit card or eCheck—through SmartRec.
- 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.
- View a person's recurring billing schedule in PurchasesFor each person, you can view the next 12 planned billing dates and the expected charge, per item on recurring billing.