Sales Processes & Wizards

• Process Payment Wizard
• Introduction to the Payment Wizard
• Apply Payment to An Order/Invoice
• Refund the Entire Amount of a Payment
• Unapply Some or All of a Payment
• Unapply some Payment and Refund the total Unapplied Amount
• Refund the Unapplied Amount of a Payment
• Unapply Funds and Refund Only That Amount
• Apply a Coupon
• Credit Wizard
• Bulk Payment Entry Wizard
• Write-off Wizard
• Chargebacks
• How to retry a payment plan charge when a payment plan payment fails
• How to pay using ACH payments
• ACH Payment Background Setup, Status Logic, and Invoice Write-Off Wizard