Instead of issuing a refund, a payment can be unapplied. On the invoice, click the ellipses, select Add Line Item, then choose Refund.

Name the line item something identifiable (for example, "Unapply Payment Test"), choose the amount to unapply, and select whether it should be tax applicable, then click Add Line Item.

On the next screen, choose whether to refund the amount straight back to the customer's card or to unapply it instead. Select a reason and the card that was used, then click Refund Now.

The unapplied amount will show up on the invoice, and it will also appear on the Customers page under Collectibles.

Issued Credit is a way to credit a customer's account for a payment (for example, a $4,000 check) without applying it to a specific invoice right away.

First, make sure Statement Payments are enabled. Go to Settings > General Settings > Options and search "statement payments," then confirm Enable Statement Payments is turned on.

Create an Issued Credit payment method under Accounting > Payment Method Configurations.

On the customer's Collectibles page, click Make a Payment without selecting any invoices, enter the payment amount, select Issued Credit as the payment method, and click Pay.

The credited amount will then be available to apply toward any future invoices for that customer.

This same approach (making a statement payment with no invoices selected) is the general method for handling any unapplied payment, not just Issued Credit specifically.

Additional payment methods, such as Venmo, can be added under Accounting > Payment Method Configurations.

Once created, the new payment method becomes selectable as a form of payment at checkout.

Non-cycle billed orders are payable on approval by default. Cycle billed orders are payable on the invoice date by default.

If a non-cycle billed order needs to be payable at a different point in the order process (for example, when the order is put on rent), reach out to support so engineering can make that adjustment for you. This is not a self-service setting.

Default cycle billing terms are set in Settings > General Settings > Options, and this becomes the default applied whenever an order is marked as cycle billed.

A common issue occurs when the cycle billing length is set in days (for example, 30 days) while the product itself is priced by calendar month. Because the system charges based on calendar month pricing, a 30 day cycle starting mid-month can span into a second calendar month and double (or in some cases triple) the charge. For example, a rental starting February 12th with a 30 day cycle runs through March 14th, which spans parts of both February and March, so the customer is charged for two months instead of one, even though only one month of pricing applies.

To fix this on a new order, open the cycle billing settings on the order, remove the end date if present, change the cycle length from days to month, set it to 1, and click Save. You'll be asked whether to apply this change to all future cycle billed orders for that customer or only to the current one.

To prevent this going forward, update the default under Settings > General Settings > Options by searching "cycle billing" and setting Default Global Cycle Billing to match your product pricing structure (for example, 1 month if products are priced monthly).

This issue comes up most often in shorter months like February, since a 28 or 29 day month falls short of a 30 day cycle length.

Cycle length cannot be edited on an order that has already been created as a cycle billed order. If an existing order needs adjustment, reach out to support so the engineering team can correct it.

Most customers price products by week or by month rather than by an arbitrary day count, so the cycle billing length should be set to match whichever unit (week or month) the product pricing uses.

Cash customers are intended for walk-in customers where you don't want to create a full customer profile, don't need proof of insurance or a driver's license on file, and don't want the customer's card saved to your system.

This setup is not self-service. Reach out to support to have a cash customer created for your account.

When set up, the customer is named "cash" with an email in the format [email protected] (per account).

Normally, running a card through Stripe automatically saves that card to the system. For the cash customer, engineering bypasses this so no card information is retained.

To use it for a walk-in order, select the cash customer, then go to their account and Addresses. It's recommended to use your store's address as the billing and/or delivery address, since it's a walk-in, and this can be saved as both.

Create the order as normal. Since it's typically a pickup, mark products as rentable or retrievable in-store where applicable. Enter the customer's card number, save the payment, create the order, and capture payment.