Related Articles
Regenerating an Invoice After a Write-Off (Prior Billing Period)
When This Is Needed If a write-off is applied after an invoice has already been generated, the invoice will not automatically update to reflect that write-off. This results in: Invoice PDF not showing the write-off Remaining balance that should be $0 ...
Modifying Invoice Address Header and Mail To Information
Modifying Invoice Address Header and Mail To Information Overview The address and contact information displayed on invoices is controlled through your Site Settings. This includes both: The agency address displayed in the invoice header. The Mail To ...
Reprocess a Payment After a Payment Has Been Canceled or Returned
Reprocess a Payment After a Payment Has Been Canceled or Returned Overview If a payment has been canceled or returned, you can reprocess it by removing the original receipt, deleting the invoice, regenerating the invoice, and then processing the ...
Applying/Handling a Credit
Here's some tips on how you can apply/handle a credit in Aaniie: Discount - The simplest way of handling a credit is to apply a discount to the current (or future) invoice for the client. 1) Go to the Client's profile (Menu > Clients > Client ...
How to Find a Credit
While handling accounting, there may be instances in which you discover a client has a credit on their account, but cannot find where/when it stems from. There are two ways to easily find the billing period that the credit exists in. Via Invoices ...