61 articles
How to Add a Bank Account
ACH Returns
How to Refund Invoices
Learn About Financial Reporting Tools
Financial Tools Overview Video
Payment Processing Application Denied Because the Organization Has a New EIN/Tax ID Number [US Customers]
How to Edit the Nickname of a Bank Account
How to View Your Organization's Chargebacks
How to Send Reminders for Invoices and Orders
How to Edit My Financial Settings
How Do I Manage My Payout Bank Accounts Linked to Invoicing?
What Are Processing Fees and How Do They Work?
Why is a Fee Amount Shown When Refunding?
What Are Sale Items?
How to Fill out Your Financial Settings [US Customers]
How to Fill out Your Financial Settings [Canadian Customers]
Preparing for Payment Processing and Verification [Canadian Customers]
How to Create Reusable Discount Codes
How to Add Multiple Payment Plans to Invoices
How to Use Receivables Report
How to Create Individual Discount Codes
How to Void an Invoice
How to Add Payment Terms
What is a Payment Term?
Completing Tax ID Requirements When Applying for Payment Processing [US Customers]
How to View Transactions
Failed Payouts
What Are Chargebacks?
How to Send an Invoice to a Group
How to Edit a Payment Plan in Invoicing or Orders
How do Upfront Payment Options and Payment Terms Work Together?
How to Add a Bank Account
Different Types of Accepted Payments
How to Edit My Financial Settings
What Happens If My Payment Processing Application Was Not Approved? [US Customers]
How to Set Payment Processing Fee Default
Why Do We Need to Provide a Social Security Number for Our Principal Shareholder?
Can I Delete or Remove a Bank Account From My Site?
How to Manually Enter a Payment in Invoicing
How Do I Manage My Payout Bank Accounts?
How to Apply a Credit to an Invoice or Order
What Is Invoicing?
How to Create Automatic Discounts
QuickBooks Integration: Overview
How to Use the Sale Items Report
Automatic Payout Timeline
How to Connect to QuickBooks
How to Disconnect from QuickBooks
How to Complete a Manual QuickBooks Sync
How to Edit QuickBooks Sync Time
How to Send an Invoice
How to Edit/Report on Discount Codes
How to Use the Adjustments Report
How to Record Offline Payments
How to Use the Payments Report
How to Use Payout Reports
How to Use the Refunds Report
How to Refund a Registration Payment
How to Verify a New Bank Account
Canadian Payouts Update Information
How to View Failed Payments