What's changed
Understanding Smile
Who this guide is for
Introduction to Smile
Smile overview
Accounts receivable overview
How the billing run works
Getting Started
Log in
Permissions
The Smile Dashboard
Search
Placing orders
Orders and packages
Orders and order forms
Order an account
Add a subscription
Make a one-off sale
Create a quote
Managing accounts
View an account
Manage customer details
Change account type
Print, email and manage documents
Manage financial details
Delete an account
Managing subscriptions
View subscriptions
View subscription activity
Manage subscription details
Manage cost centres
Manage plans
Manage contracts
Revoke access
Monitor usage and spend
Close a subscription
Delete a subscription
Managing prepaid
Managing prepaid
Prepaid vouchers
Add prepaid
View prepaid balance
Adjust prepaid
Prepaid liability report
Generating invoices
Invoice content
Create a manual invoice
How bulk invoices are processed
How to process the billing run
Processing payments
Payment methods
Processing methods
Surcharges
Enter a manual payment
How automatic payments are processed
How to process automatic payments
Unallocated funds account
Amending invoices and payments
Change the invoice due date
Reprint an invoice
Raise an adjustment
Reversals
Raise a reimbursement
Managing overdue accounts
Managing overdue accounts
Credit control overview
Credit control reports
Payment plan overview
Managing an account dispute
Managing commissions
Commissions overview
Create a commission
View commission information
End a commission
Using the helpdesk
About the helpdesk
Raise a ticket
View a ticket
Manage tickets
Close a ticket
View work queues
Timesheets
Appointments
Generating reports
Analytics overview
Navigating Analytics
Report formats
Set the default report
Set a favourite report
Generate a report
Account types
Reporting periods
Report groups
The Account page
The Account page
Unallocated transactions
Transaction icons
Account Menu Tree
Account Menu
Glossary