Frequently Asked Questions (21)

Transactions (6)

How do I charge customers in US dollars?
My customer gave me their payment details to pay an invoice. How do I manually pay an invoice?
I have a client who paid using an alternate method. He wired funds to our bank account. How do I mark him as paid?

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Payment methods (9)

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Invoice Rover (2)

If I manually send account summary emails or use Invoice Rover to send account summary emails to all customers. Will a customer with no open invoices also receive an account summary email ?
Can I bulk select customers to not be included in an Invoice Rover rule?

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When refunding a transaction does our account get refunded the Payment Gateway fees?

Company Settings (2)

Customer Portal (2)

Email Delivery (DKIM) (2)

How do I stop receiving Auto Processing emails of reports and other notifications?

Filtering/Sorting information (2)

Accounts- Banking, surcharging etc. (2)

Reconciliation (2)

Auto Processing (6)

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Payment Info Requests (2)

Customer Information (4)

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Payment Profiles (8)

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Accounting software- QuickBooks Desktop, QuickBooks Online and Xero (1)

I do not use QuickBooks Online, QuickBooks Desktop or Xero. How do I see my invoices?

Web Connector (1)

Does the Web Connector file only work with the same user on Windows?

Credit Memos (1)

Why does the Credits column have "No" in the column when I created a credit memo for this customer?

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