Billing & Payments

The billing system handles all financial transactions — from credit card payments to cash, checks, invoices, and balance adjustments. This module covers every billing workflow you'll encounter day to day.

Lessons in This Module

1. Billing Overview
   Understand the billing interface, client balances, and how charges and payments relate.
2. Card Payments
   Process credit and debit card payments through the integrated payment system.
3. Cash & Check Payments
   Record cash and check payments with proper documentation.
4. Quick Purchase
   Use Quick Purchase for fast, simple one-off transactions.
5. Saved Cards
   Manage saved payment methods on file for recurring billing.
6. Billing Statements
   Generate and send client billing statements.
7. Write-offs & Adjustments
   Apply credits, write-offs, and balance corrections.
8. Receipts
   Generate, print, and email payment receipts.
9. Payment History
   View and search complete payment history with audit trails.

Prerequisites

• Completed Module 2: Client Database
• You can find and open client records

What You'll Learn