Payments, refunds & corrections
Record cash, inspect fees, refund payments or void an entry.
Videos
8 videos
Admin · 20 sec
Record a cash, check or offline payment
Record money already received outside this online payment flow.
Hover to preview · Click for steps & FAQsAdmin · 23 sec
Record a down payment
Apply part of an invoice balance and leave the rest due.
Hover to preview · Click for steps & FAQsAdmin · 29 sec
Mark selected invoices paid offline
Record the remaining balance for several invoice rows.
Hover to preview · Click for steps & FAQsAdmin · 12 sec
Inspect payment references and processing fees
Read payment history to explain the amount received.
Hover to preview · Click for steps & FAQsAdmin · 26 sec
Refund an online payment in full
Return the payment’s still-refundable amount.
Hover to preview · Click for steps & FAQsAdmin · 34 sec
Refund part of an online payment
Return a selected amount and retain an auditable remainder.
Hover to preview · Click for steps & FAQsAdmin · 32 sec
Refund and pause future recurring invoices
Return money and separately pause a recurring template.
Hover to preview · Click for steps & FAQsAdmin · 17 sec
Find archived payment history
Open the separate archived-payments list.
Hover to preview · Click for steps & FAQsCan’t find the answer? Read the help centre or tell us what you need.
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