Financial/Accounting
This category is for articles related to financial settings for the instance, as well as anything related to accounting data or integrations
Accounting Sync
Credits, Refunds and Write-Offs
Invoices and Statements
- Automatically Email Invoices
- Billing Statements
- How to: Change the Invoice Numbering
- Set Up a Collection Trigger(s) and Collect Money Automatically
- Switch Order Status on Invoices
- What data exports out from the Export Invoices Queue?
- What does the "past due" trigger do?
- Why is the shipping address included on the invoices export?
Payments Terms and Deposits
Payments and Processors
- "Online Payment System is currently disabled" error
- ACH Payment Processing
- Amount Due & Amount Due Shipped
- Take a payment for a customer
- Cash Pay Discount
- Do I have to use a credit card?
- Explanation of Financial Settings
- Guide: Getting paid in Allmoxy
- How to apply discounts to orders
- How to Set Up Stripe
- Invoices & Payments in Allmoxy
- Manage Customer Payment Methods
- My customer can't make a payment.
- My customer's payment applied to wrong invoice.
- Overpayments on Customer Accounts
- Partnering with Stripe
- Payment processing errors
- Reconcile Customer Payments
- Set Customer Payment Permissions
- Set up Stripe to take payments online
- Setting Up and Storing a Bank Account for ACH Payments
- When is a customer's card charged?
- When is my Customer Charged for an Order?