Admin | Invoices & Payments

Invoices & Payments
External Payments (e.g., Checks)
Summary This guide explains how to record a payment received outside the Helix platform (for example, a check). The same steps apply to any non-integrated payment method that is not automatically tracked by the platform. Procedure Open the Billing ...
Credit Note and Refund
Summary This guide explains how to process a full or partial refund using a credit note, either manually or automatically. It also details the related reports and information available for credit notes. General Information A credit note applies a ...

Admin | Invoices & Payments | Knowledge Base