Account Menu
The Account menu is located at the top of the page on the Smile Menu Bar. The Account menu provides links to common tasks and is always visible when you view an account.
The following table provides more information about the purpose of each entry in the
Account menu.
| Name | Purpose |
|---|---|
| New Payment... | Enters a payment |
| New Invoice... | Creates a manual invoice |
| New Adjustment... | Raises an adjustment |
| New Reimbursement... | Raises a reimbursement |
| Add Subscription... | Adds a new subscription package to the current account |
| Automatically Allocate... | Unallocated payments are automatically allocated to unallocated debits |
| Transfer Between Accounts... | Transfers a credit or debit to another account |
| Print Unpaid Invoices | Creates a PDF version of all unpaid invoices for printing |
| Print Statement... | Creates a statement of transactions |
| Change Passwords... | Changes the password for the account or subscriptions |
| Flag Account as Disputed... | Flags an account and holds any dispatches or other notifications, and credit control actions until the dispute is resolved |
| Remove Dispute Flag from Account... | Unflags an account as being in dispute and reinstates dispatches or other notifications, and credit control actions |
| Merge Accounts | Merges two accounts |
| Adjust Balance to Zero... | Raises an itemized credit or debit to return the account balance to $0 |
| GST Config... | Opens the accounts GST schedule |
| Delete Account... | Deletes the account and its associated subscriptions |
| Print Document... | Prints the selected document |
| Send Email... | Presents account type stationery for emailing |