Billing
By Thalia and 3 others4 authors16 articles
- Creating Account Statements for ClientsLearn how to generate client account statements.
- Exempting clients from taxes, late fees, or billing statements
- Payment TypesLearn how to set up the necessary payment types that your business offers
- Reconciling CashLearn how to use the cash reconciliation feature. This article will cover how to start a new reconciliation, close it at the end of the day, and review the reconciliation…
- How To Handle a Returned or Bounced CheckLearn how to easily handle a returned or bounced check, so a new payment can be process for the outstanding invoice.
- Recording a DepositLearn how to take a deposit, which is easily used later as a credit.
- Working with InvoicesLearn how to work within an invoice and the different ways to create a new one.
- How to Make a ReturnThis article covers how to make a return within the billing module.
- Securely Storing Credit Card Information on FileWhen using DaySmart Payments, you can easily and securely store a client's credit card on file for a streamlined payment process.
- Working With CreditsLearn the different ways credits are created, and how to apply them.
- Working with EstimatesLearn how to create and convert estimates to invoices. Additionally, clients can approve and sign estimates.
- Test New ArticleNew Description
- Payment Terms: Configuring Late FeesLearn about how to manage late fees in your system.
- Surcharging with DaySmart VetLearn about DaySmart Payments via Stripe surcharging guidelines, how to enable the feature, and how surcharge information is displayed to customers within DaySmart Vet.
- Third-Party Payment ProcessorsThis article covers how to manage payments when using a non-integrated payment processor, such as ScratchPay, PayLow Pro, or PetSwipe.
- Recording PaymentsLearn the different locations within the software where payments can be taken, and how to process a payment.