The Goal: Understand the available transaction types you can create for a contact, and access the appropriate instructions for each.
Before You Begin:
- Identify the type of transaction you need to create (invoice, payment, write-off, or refund) before proceeding to the relevant article.
Step-by-Step Instructions
- Create an Invoice — See Create a Single Invoice.
- Accept Payments — See Accepting Payments.
- Create a Write-off — See Create a Write-off.
- Create a Refund — See Manage Refunds.
Common Pitfalls
- Using the wrong transaction type: Ensure you select the correct transaction type for the situation. A write-off removes an outstanding balance without recording a payment, while a refund is used when money was already collected and must be returned.