Accounting

All cases have an Account tab that lists their accounting transactions in a grid and provides tools to create, edit and manage them.

These accounting transactions include invoices and payments, as well as any adjustments and refunds.

You can create all four types of accounting transactions at the cases.

When you create payment transactions at a case, you can pay for invoices at other cases at the same time when they share the same contact and company paying the bill.

You can create, manage, print and email invoices for multiple cases in batches.