Everyday invoicing and payments (User guide)
Day to day finance workflows for users
By CiviPlus1 author5 articles
- Invoicing in CiviPlusUnderstand how to create an invoice in CiviPlus
- How to get your invoices paid online by Credit CardTwo ways to collect card payment for a pending invoice — via the Self Service Portal or a direct payment link
- How to create and allocate credit in CiviPlusCreate and manage credit notes with CiviPlus's powerful features
- How to issue a refund in CiviPlusRefund a payment correctly (and create the credit note that keeps your records balanced)
- Creating a Sage 50 Export fileHow to batch and export transactions for Sage 50