Download invoice refund credit reports Service fees are only applied to refund credits that have been applied to a customer’s account by way of credits to an open invoice. Read More
How to apply a free trial to a customer account Typical use case A free trial was offered to a customer verbally, during an in-person meeting, and needs to be applied to the user Read More
Customer AR Report The Customer AR Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report. Read More
How to make invoice adjustments for a customer The purpose of this article is to guide you through the steps to request invoice adjustments in the instance that a customer’s refund is Read More
Available reports and analytics The intent of this article is to detail every report available for export for customers and merchants. Tap a report below to learn the Read More