Account Balance & Payments Simplified
- Account Balance is color coded on profiles, invoices and the payment form. View
- The payment form has been redesigned and includes the current balance, a memo field and paid button. View (See Posting a Customer Payment for more information).
- When using ProPay through Boulevard, the authorization code for approved credit card transactions now display under the Account section on the contact's profile.View
- Invoices with approved credit card payments can be reversed or edited to allow additional changes to be made.
- If a contact has a balance or credit on account when marking an invoice paid in full a message will appear to prompt to include the credit or balance amount in the payment. View