Overview

BillingPlatform offers an account receivable section for you to manage your customer's account ledgers, payments, credits and refunds.

Related
Account Ledger- Your account ledger will contain all balances from current to aging balances. It will also contain billing profile information/account information relevant to invoicing. Please follow the link for more information on what is included in this section.
Payments - In order to apply your customers payments to their invoices, or have them apply their own invoices through the customer portal, you will want to follow the link for more information on how to configure these options.
Credits - If a customer was overcharged, or they need to be credited due to a customer service action, or any other reason (that you can configure), the credits section is where you will accomplish this. Please follow the link for more information on credits.
Refunds - If you need to refund a customers payment, or a portion of their payment, you will need to apply a refund. Please follow the link for more information.

Tutorials

Have more questions? Submit a request

Comments

Powered by Zendesk