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Finance

  • Sending a payment link to the customer
  • Issue credit note and refund payments for a paid Bill
  • Exporting Bills from Ops
  • Record an Offline Payment made by the customer
  • Issue credit note for an unpaid Bill
  • Understanding Credit Notes
  • Retrying and cancelling a failed payment
  • How to create a scheduled bill/charge?
  • Understanding Bill Items and exporting data
  • Understanding Payments module
  • How to a create a bill without autodebiting payments
  • Sending and Downloading Invoices
  • Understanding Bills
  • Exporting Payments from Ops
  • How to create an immediate bill/charge?

Categories

  • Bookings
  • Finance
  • Pricing
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