Invoices

General

• Invoice Overview
• Create a New Invoice
• Email an Invoice
• Print or PDF an Invoice
• Handle Miscellaneous or One-time Purchase
• Edit an Invoice

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Discounts, Sales Tax, & Shipping

• Handling Sales Tax on Discounted Items
• Record Shipping on Invoices
• Add a Customer Premium to an Invoice
• Change The Standard or Birthday Discount Type
• Create Custom Discount Types

Account Balances & Payments

• Send Direct Payment Link in an Email
• Posting Payments
• Correct an Account Balance
• Handling Credit Card Payments
• Securely Manage Credit Card Information
• Credit Receivables Overview

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Invoice Log

• Invoice Log Overview
• Customize the Invoice Log
• Filter Invoices by Date Range
• Print an Invoice Report for a Specific Contact
• Filter Invoices by Invoice Type
• Filter Invoices by Discount Type

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Direct Ship Sales

• Create a Direct Ship Invoice
• Edit a Direct Ship Invoice

Other Income

• Selling a Gift Certificate for Less than the Redemption Amount
• Handling Gift Certificates/Vouchers
• Tracking Commissions & Income from Additional Sources