Search Knowledge Base Articles

How do I add a new expense type?

Navigate to the “settings” menu on the left side of your dashboard.
Then you will click on “system lists,” then “payment/expense lists,” then “expense types.”
Click on the blue “add new” button on the right side of the screen.
Type in the name of the expense you would like to add.
Click on the checkmark on the right side of the new expense line.

Understanding the customer payments page.

Here you will be able to see all payments that have been made, you will be able to sort by status as...
How do I add a customer payment?

There are two ways you can go about adding a customer payment. Method 1: If you’re not alread...
How do I send a payment receipt to a customer?

If you’re not already there navigate to the customer payments page. From the left-side of the ...
How do I view customer payment details?

If you’re not already there navigate to the customer payments page. From the left-side of the ...
How do I give a full refund to a customer?

If you’re not already there, navigate to the customer payments page. From the left-side of th...