Payments & Transfers


		Payments & Transfers

Invoicing & QuickPay


	Create an invoice in 4 easy steps: 1) Add a business profile 2) Add line items 3) Add a template 4) Create an invoice	See tutorial

Receivables
	Request a payment Create an invoice See payment requests sent Accept pending payments (1 NEW) See payments received See aging report See invoice activity

Payables
	Make a payment See payments sent Respond to pending requests (2 NEW) See payment requests received

Manage Invoicing
	Business Profile: Add \| See/Change Line Items: Add \| See/Change Templates: Add \| See/Change Recipients: Add \| See/Change External Accounts: Add \| See/Change Pay To account: See/Change E-mail Addresses: Add \| See/Change QuickPay Invitation: Send Deactivate: QuickPay with Invoicing \| Invoicing

	Request Activity			From \| To
	Date	Sender Name	Amount Requested	Due Date	Status	Actions
	03/04/2008	John Doe	$ 140.00	05/24/2008	New	See \| Pay



	03/05/2008	John Doe	$ 1500.00	05/24/2008	New	See \| Pay



	03/06/2008	John Anderson	$ 85.00	05/24/2008	Received	See \| Pay



	03/07/2008	Lauren Singer	$ 63.00	05/24/2008	Notification Failed	See \| Pay



	03/08/2008	Joe Mittleman	$ 320.00	05/24/2008	Paid	See

	Payment Activity			From \| To
	Date	Sender Name	Amount	Status	Actions
	03/13/2008	John Doe	$ 1000.00	Pending Acceptance	See \| Accept \| Decline



	03/14/2008	John Doe	$ 281.00	In Process	See



	03/15/2008	Joe Mittleman	$ 95.00	Cancelled	See



	03/16/2008	John Anderson	$ 73.00	In Process	See



	03/17/2008	Kay Dee	$ 120.00	Completed	See



	03/18/2008	John Doe	$ 57.00	Cancelled	See

QuickPay

	Recipient*
	Pay From account*
	CVV*	Where do I find this?
	Payment amount (USD $)*	100.00
	Send On date*
	Memo

	*Required field

To Do...
	Request a payment Make a payment Accept pending payments (1 NEW) See payments received Respond to pending requests (2 NEW) See payment requests received See payments sent See payment requests sent Add a credit card

Manage
	Recipients: Add \| See/Change External Accounts: Add \| See/Change Pay To account: See/Change E-mail Addresses: Add \| See/Change Activate: Invoicing Deactivate: QuickPay

	Request Activity			From \| To
	Date	Sender Name	Amount Requested	Due Date	Status	Actions
	03/04/2008	John Doe	$ 140.00	05/24/2008	New	See \| Pay



	03/05/2008	John Doe	$ 1500.00	05/24/2008	New	See \| Pay



	03/06/2008	John Anderson	$ 85.00	05/24/2008	Received	See \| Pay



	03/07/2008	Lauren Singer	$ 63.00	05/24/2008	Notification Failed	See \| Pay



	03/08/2008	Joe Mittleman	$ 320.00	05/24/2008	Paid	See

	Payment Activity			From \| To
	Date	Name	Amount	Status	Actions
	03/13/2008	John Doe	$ 1000.00	Pending Acceptance	See \| Accept \| Decline



	03/14/2008	John Doe	$ 281.00	In Process	See



	03/15/2008	Joe Mittleman	$ 95.00	Cancelled	See



	03/16/2008	John Anderson	$ 73.00	In Process	See



	03/17/2008	Kay Dee	$ 120.00	Completed	See



	03/18/2008	John Doe	$ 57.00	Cancelled	See

*Required field

QuickPay

	Recipient*
	Pay From account*
	CVV*	Where do I find this?
	Payment amount (USD $)*	100.00
	Send On date*
	Memo

	*Required field

To Do...
	Request a payment Make a payment Accept pending payments (1 NEW) See payments received Respond to pending requests (2 NEW) See payment requests received See payments sent See payment requests sent Add a credit card

Manage
	Recipients: Add \| See/Change External Accounts: Add \| See/Change Pay To account: See/Change E-mail Addresses: Add \| See/Change Activate: Invoicing Deactivate: QuickPay

	Request Activity			From \| To
	Date	Sender Name	Amount Requested	Due Date	Status	Actions
	03/04/2008	John Doe	$ 140.00	05/24/2008	New	See \| Pay



	03/05/2008	John Doe	$ 1500.00	05/24/2008	New	See \| Pay



	03/06/2008	John Anderson	$ 85.00	05/24/2008	Received	See \| Pay



	03/07/2008	Lauren Singer	$ 63.00	05/24/2008	Notification Failed	See \| Pay



	03/08/2008	Joe Mittleman	$ 320.00	05/24/2008	Paid	See

	Payment Activity			From \| To
	Date	Name	Amount	Status	Actions
	03/13/2008	John Doe	$ 1000.00	Pending Acceptance	See \| Accept \| Decline



	03/14/2008	John Doe	$ 281.00	In Process	See



	03/15/2008	Joe Mittleman	$ 95.00	Cancelled	See



	03/16/2008	John Anderson	$ 73.00	In Process	See



	03/17/2008	Kay Dee	$ 120.00	Completed	See



	03/18/2008	John Doe	$ 57.00	Cancelled	See

QuickPay

	Recipient*
	Pay From account*
	Pay From account*
	Payment amount (USD $)*	100.00
	Send On date*
	Memo

	*Required field

To Do...
	Request a payment Make a payment Accept pending payments (1 NEW) See payments received Respond to pending requests (2 NEW) See payment requests received See payments sent See payment requests sent Add a credit card

Manage
	Recipients: Add \| See/Change External Accounts: Add \| See/Change Pay To account: See/Change E-mail Addresses: Add \| See/Change Activate: Invoicing Deactivate: QuickPay

	Request Activity			From \| To
	Date	Sender Name	Amount Requested	Due Date	Status	Actions
	03/04/2008	John Doe	$ 140.00	05/24/2008	New	See \| Pay



	03/05/2008	John Doe	$ 1500.00	05/24/2008	New	See \| Pay



	03/06/2008	John Anderson	$ 85.00	05/24/2008	Received	See \| Pay



	03/07/2008	Lauren Singer	$ 63.00	05/24/2008	Notification Failed	See \| Pay



	03/08/2008	Joe Mittleman	$ 320.00	05/24/2008	Paid	See

	Payment Activity			From \| To
	Date	Name	Amount	Status	Actions
	03/13/2008	John Doe	$ 1000.00	Pending Acceptance	See \| Accept \| Decline



	03/14/2008	John Doe	$ 281.00	In Process	See



	03/15/2008	Joe Mittleman	$ 95.00	Cancelled	See



	03/16/2008	John Anderson	$ 73.00	In Process	See



	03/17/2008	Kay Dee	$ 120.00	Completed	See



	03/18/2008	John Doe	$ 57.00	Cancelled	See

QuickPay

	Recipient*
	Pay From account*
	Pay From account*
	Payment amount (USD $)*	100.00
	Send On date*
	Memo

	*Required field