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Category: Finances
Articles
Understanding Recurring Billings
How to Use One-Time Charge
How to Use Adjust Balance
Sub Categories
Getting Started
How to Request Billing
How to Set Up Inventory
How to Update Finances Settings
Overview of the Finances Page
Understanding Recurring Billings
How to Run a Test Payment
Training: Uplifted Finances
Common Tasks
How to Add, Edit and Archive Payment Methods
How to Add an Invoice
How to Add a Recurring Billing
How to Pay an Open Invoice
Understanding Recurring Billings
How to Archive an Invoice or Recurring Billing
How to Use One-Time Charge
How to Use Adjust Balance
Advanced Tasks
How to Refund a Payment
How to View and Export Finances Reports
How to Void or Credit an Invoice
How to Edit a Recurring Billing
How to Backdate a Payment
Category: Finances