AccountEdge

Creating invoices, recording payments, credits & refunds, sales tax, and shipping.

Invoicing & Getting Paid

Entering Discounts on Sales

Paid Stamp on Invoice

Additional Line of Description Item Invoice

Use "Ship To" Address from Another Card on a Sales or Purchase

Progress Billing

Process Gift Certificates

Consignment Sales

Sell Items on Consignment

Creating invoices, discounts, layouts, and special sales scenarios.

Creating & Sending Invoices

Setting Up Customer Terms - Finance Charges, Discounts & Due Dates

Record Customer Deposits

Display Customer Deposits on Statement

Deposit From a Recorded Sale

Using Retainers

Retainers, Escrows, & Trusts

Factor Accounts Receivable

Delete, Not Reverse, a Payment on a Sale

Record a Bounced Check / NSF

Finance Charges Calculated On Statements

Recording payments, customer terms, deposits, retainers, and bounced checks.

Getting Paid

Create a Credit Memo

Apply Credit Memos to Different Categories or Customers

Refund from Multiple Credit Memos

Reverse A Customer Payment That Has Been Deposited

Negative Balance in Accounts Receivable

Invoice Will Not be Paid - Bad Debt

Accounts Receivable (AR) Out of Balance

Credit memos, refunds, reversals, and receivables fixes.

Customer Credits & Refunds

How Sales Tax is Calculated in AccountEdge

Refund Sales Tax To A Tax Exempt Customer

How sales tax is calculated and refunded.

Sales Tax

Setting Up UPS Shipping Integration

UPS Shipping FAQs

Creating a UPS Shipment

UPS Shipping Manager

Print UPS Labels

UPS shipping setup, shipments, labels, and FAQs.

Shipping & Fulfillment

Create a custom design with text, images, and links

Homepage

Contact Support

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.