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 | More information |
---|---|---|
New Payment... | Enters a payment | Enter a manual payment |
New Invoice... | Creates a manual invoice | Create a manual invoice |
New Adjustment... | Raises an adjustment | Raise an adjustment |
New Reimbursement... | Raises a reimbursement | Raise a reimbursement |
Transfer Between Accounts... | Transfers a credit or debit to another account | Transfer funds between accounts |
Print Unpaid Invoices | Creates a PDF version of all unpaid invoices for printing. | Print unpaid invoices |
Print Statement... | Creates a statement of transactions | Create a statement |
Change Passwords... | Changes the password for the account or subscriptions | Change passwords |
Merge Accounts | Merges two accounts | Merge accounts |
Adjust Balance to Zero... | Raises an itemized credit or debit to return the account balance to $0 | Zero an account |
Delete Account... | Deletes the account and its associated subscriptions | Delete an account |
Print Document... | Prints the selected document | - |
Send Email... | Presents account type stationery for emailing | Send an email |