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  3. Working with Payments and Credits

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Working with Payments and Credits

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  • Adding a Payment and Applying it to an Invoice
  • Adding a Refund to an Invoice and Applying it
  • Applying a Payment Already in Your System to an Invoice
  • Creating a Credit Memo from an Existing Invoice and Applying It
  • How to Apply a Credit Memo to an Invoice
  • How to Apply an Offline Payment (or Credit) to a Family
  • How to Apply Available Account Credit to an Invoice
  • How to Create a Credit Memo from Scratch and Apply it to an Invoice
  • How to Issue a Refund Check to Sync to QuickBooks
  • How to Issue a Refund Through Authorize.net
  • How to Issue Online Refunds in BigSIS - Authorize.net
  • How to Un-Apply a Payment and Delete an Invoice (for Tuition Management ONLY)
  • How to Un-apply a Payment from an Invoice
  • Seeing or Running Upcoming Payments (Tuition Management)


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