Customer
Customer Transactions - Accounts V2 (Beta)
What is Customer Transactions? The Customer Transactions section is where you can pay off your invoices and issue any credit notes that need to be issued to your account customers. Filtering the Records Upon opening the Customer Transactions section, ...
Invoices Retrieve - Accounts V2 (Beta)
What is the Invoices Retrieve section? After creating invoices for your customers, you can use the Invoices Retrieve section to view all your previous invoices that have been sent to account customers. Filtering the Records Upon opening the Invoices ...
Master Invoicing - Accounts V2 (Beta)
What is the Master Invoicing section? The Master Invoicing section is where you can search and manage sub-account invoices for a master account. You can easily create a single invoice for billing your account customers who have multiple sub-accounts ...
Invoices - Accounts V2 (Beta)
What is the Invoices section? Found in the Customer tab, the Invoices section is where you can perform final checks on your dockets and create invoices to send to your customer. Through generating invoices, you can receive payment for your customer ...