Billing in the New EZFacility Experience
- Setting Up Billing Preferences
- How to Set Up Taxes For Your Account
- How to Set Up Revenue Categories
- How to Connect Your Revenue Categories
- How to Set Up Payment Options
- How to Create and Sell a Pre-Defined Item
- How to View Billing History for Invoices and Items
- How to Set Up a Payment Schedule
- How to Take a Payment
- How to Void a Payment
- How to Reverse the Billing of an Item
- How to Reverse the Billing of an Item on an Invoice
- How to Void an Invoice
- Using the Revenue Report in EZFacility
- Deposits Report
- Open Invoices By Customer Report
- Unapplied Payments by Customer
- Invoices Report
- How to View Invoices Under a Client's Profile
- How to View Payments Made on a Client's Profile
- How to View a Billing Statement on a Client's Profile
- How to Email an Invoice to a Client
- How to Send a Client a Billing Statement
- How to Assign an Invoice to a Different Client
- How to Partially Refund a Sale
- How to Create Coupons
- How to Create an Invoice for Un-invoiced Items
- How to view all open invoices