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Back to home
Help Center
Payment Tab
Training Videos
Getting Started
Business Settings
QBO Configurations (Quickbooks Online)
Business Profile
Other Configurations
Account & Billing
Users
Security Settings
Dashboard Tab
Aging Report Tab
Workflow Tab
Collection Workflow
Email Templates
SMS Templates
Invoice Status
Customers Tab
Customers
Billing Contacts
Invoices Tab
Estimates
Invoices
Products/Services
Classes
Custom Fields
Tax
Location
Payment Methods
Calls Tab
Emails Tab
SMS Tab
Voicemail Tab
Tasks Tab
Payment Tab
Payment Transactions
Deposits
Payment Plans (This is currently unavailable)
Disputes & Chargebacks
Reports Tab
Sales and Customers
Who Owes You
Customers Overview
AR Specifics
AR Specialists
Other
Payment Tab
AR Workflow's all-in-one place for all your payments.
Payment Tab Overview
Payment Transactions
Transactions Overview
Taking an ACH Payment
Posting an EFT in AR Workflow
View, Download, or Email a Payment Receipt
Export Payment Transactions to Excel
Filter the Transactions List
Customer Payment Portal
Refund a Payment in AR Workflow
See more
Deposits
Deposits
Match a Bank Deposit with QuickBooks
Payment Plans (This is currently unavailable)
Create an Installment Payment Plan
View, Edit, or Deactivate a Payment Plan
Disputes & Chargebacks
Chargeback Disputes
