Client Billing
By Samantha and 1 other2 authors14 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.
- 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.
- Block store actions for accounts with an outstanding balanceUse this feature to prevent participants from completing purchases in the store when their account has an unpaid balance. Staff can apply or remove a block manually, though it is…
- How to Deposit Post-Dated ChecksDeposit physical, post-dated checks for one or more clients at a time.
- How to refund a clientEasily issue refunds to the original payment method—credit card or eCheck—through SmartRec.
- Activity ReplacementThe replacement tool lets admins quickly swap a client's activity for another, or a legacy membership for another.
- 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.
- Outstanding Balance Alerts