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Billing & Pricing Articles
8 articlesRecording Payments
How to record a new payment in the system and apply it to one or more orders. Overview Record payments when clients pay for services. Payments can be applied
Amount Applied Field
The Amount Applied field shows how much of a payment was allocated to a specific order. Overview When a payment is split across multiple orders, the "Amount
Payment Amount Field
The Payment Amount field specifies the total amount of money received in a payment transaction. Overview The payment amount represents the total monetary val
Outstanding Orders
The Outstanding Orders panel shows orders that have not been fully paid yet. Overview Outstanding orders are orders where the total amount exceeds the sum of
Payment Details
The Payment Details page shows complete information about a specific payment transaction. Overview Each payment record contains details about the monetary tr
Payments List
The Payments list shows all recorded payments in the system with their current status. Overview The Payments page displays all monetary transactions received
Invoice Total Field
The final amount due on the invoice, including all line items, taxes, and discounts. Field Details - Form Field: totalamount - Type: Calculated display - Cur
Create Invoice Page
Generate new invoices for completed orders or create custom invoices for additional services. Page Overview The Create Invoice page allows you to create prof
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