From this tab, you can create estimates, invoices, credit
memos, statements with finance charge invoices, and post payments and
You can preview, print, email, or batch print/email
forms. Forms can easily be copied by pulling an existing form back into
the editor and changing its form type. Also, you easily edit / delete
forms or payments along with viewing the payment transaction history.
o Navigation Bar with Customer / Transaction View Tabs
• Define Date Filters to customize data viewed in the top most grid list.
• Customer List View with Customer List Filters
• Transaction Type
View with Status Filters
Payments - Apply payments, discounts, credit memos / overpayments, and
write-offs to open invoices.
statements and apply finance charges
o View Payment
Print, Email, or Batch Print/Email Forms
o Edit Forms, Deposits, and Customers