Accounting
By Jessica and 1 other2 authors13 articles
- Receivables: See Who Owes You Money and Send StatementsTrack outstanding balances by client with aging buckets (Current, 1–30, 31–60, 61–90, 90+), drill into open invoices, and send statements to one or many clients.
- Collecting a Payment
- Editing a Payment
- Tracking Deposited and Undeposited PaymentsTrack payments as deposited or undeposited to maintain accurate records and distinguish verified deposits from pending ones.
- Invoices and ReceivablesInvoices, AR (Accounts Receivables) in Rentopian: customize your invoice list, filter, export, and send bulk payments easily.
- How to Issue and Manage Store Credit in RentopianLearn how to issue, manage, and use store credit in Rentopian, including adjustments, refunds, and payments on orders.
- Connecting to QuickBooks Online
- How to Send Multiple Invoices as a Statement in RentopianLearn how to send multiple invoices as a statement in Rentopian, including filtering, selecting, sending, and tracking statements.
- How to Send an Invoice to a Customer in RentopianLearn how to send an invoice to a customer in Rentopian via email or print, including email templates and payment options.
- Moving a Payment from One Order to AnotherLearn how to move client payments between orders in Rentopian by refunding and applying store credit to a different order.
- How to Authorize a Customer's Card in RentopianLearn how to authorize a customer's card in Rentopian without charging them immediately.
- How to Adjust an Order Balance Using FeesLearn how to adjust an order balance using positive or negative fees in Rentopian.
- Understanding the Rentopian -> QuickBooks Online IntegrationHow QB integration works, what is sent to QB.