Invoicing & Payments

The Invoicing & Payments section provides the tools you need to manage billing, collections, and payment activities in Rillet. These articles cover everything from creating invoices and handling credits to configuring auto-pay settings and managing customer overpayments. With these resources, you can streamline your invoicing process and ensure accurate financial records.

What You’ll Find in This Section

In this section, you’ll find detailed articles that walk you through the invoicing cycle, payment management, and related customizations.

Create a Refund Transaction

Auto-Pay Settings

Apply an Open Credit to an Invoice

Customer Overpayment

Custom Email for Invoicing

Turn Off Automatic Reminders

Sending Invoices

Add a Credit Memo

Create a New Product

Add a New Customer to Rillet

Write Off Bad Debt

Add billing periods to invoices

Create a New Invoice

How to Use This Guide

Begin with “Create a New Invoice” and “Sending Invoices” to understand the essential workflow. Then move on to articles that help manage exceptions, such as applying credits, handling overpayments, or writing off bad debt. For automation and customization, explore settings like auto-pay, custom email templates, and reminders.