Cash In

Create or Clone a Billing
Create a Billing from an Opportunity
Merge Billings
Billing Field Descriptions

Receive and Apply Cash
Parent/Child Cash Application
Receive Payment Directly from a Billing
Make Bank Deposits
Reverse a Cash Application to Preserve an Audit Trail
Customer Overpayments

Email a Customer Statement
Mass Email Customer Statements
Non-Sufficient Funds (NSF) Checks
Bad Debt Write Off

Customer Returns Overview
Return Unpaid Non-Inventory Sale (Create Credit Memo)
Return Partially Paid Non-Inventory Sale
Return Fully Paid Non-Inventoried Sale

Sales Tax Overview
Sales and Purchase Tax
Avalara 

Email a Billing
Mass Email Billings

Connect to Stripe
Add a Payment Method
Charge a Customer Using Stripe
Process a Stripe Refund
Record Stripe Transfers and Fees

Set Up a Recurring Billing
Set Up a Recurring Billing from an Opportunity
Create a Billing from a Recurring Template

Recognize Revenue
Automate Billing Cycle Dates

Create Billing from Work Order
Create Sales Order from Work Order