Related Articles
Remove Dollar Amount from R - Invoice
We recommend you utilize discount credits when altering an invoice. To remove a line item or reduce the dollar amount on the invoice>Customer Account>Click Invoice History>Highlight & select or double click the invoice>Highlight the line item>Click ...
How to Edit a Tokenized Credit Card
When you need to make changes to a credit card that's already on file, especially one that's tokenized, the process is a bit different to ensure your security. Here's a step-by-step guide: Click the pencil icon next to the credit card number you wish ...
Why Is My Credit Not Applying
If you are unable to provide an available credit to an invoice, it is likely due to the type of invoice you are reviewing. From customer account>Click Credit History>Highlight and select the credit>Review the box next to 'Can be applied ...
Request A Refund From A Credit
From customer account> Click Support Notes>Open the Original Note That was Set for Credit>Click Time/Date Stamp>Type request to issue refund>Set Call Status as "To Corner">Set Disposition to "Open"
Remove Autopay
From customer account>Click Invoice History>Highlight the invoice with the future paid posting>Select>Click Payments>Highlight $ amount>Delete>Click YES to clear all fields>Click OK>Click OK customer still owes>Enter details for tracking ...