Read the articles before to learn about retaining, refunding, notes, clean-up processes, and more!
Retainage Invoicing
How To Refund Payments or Record Returned Payments
Using Collection, Invoice, Payment and Statement Notes
Adding Fuel Surcharges to Invoices
How To Credit Sales Tax
Work Ticket System Clean-Up Workflow
Credit Memos
Accepting Prepayments for Contract Opportunities in Aspire
Helpful Tips on Managing Lost Payments in Aspire