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AR Management
Managing Payments, Credits, and Refunds

Managing Payments, Credits, and Refunds

Explains how to apply payments, issue credits, manage refunds, and reconcile payments to invoices.

Payments

Handling overpayments
Creating payments and payment assignments

Credits and Refunds

Generate a credit note for an invoice
Adding a refund to a payment

Bank Statement Reconciliation

Overview of bank statements reconciliation
Uploading a bank statement
Ignoring bank transactions automatically
Overview of the bank statement page
Auto-matching invoices to transactions
Manually matching unmatched transactions

See all 9 articles

Supported in: Lumary AC, Lumary CM, and Lumary DC

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