Molo, Inc.

Helpful Background Information: Refunds are always applied to Credit Notes, Payment, or Prepayment invoice types. If you want to apply a refund to a Standa...

There are a few scenarios in which you will want to issue a credit note and this guide will outline the steps of how to accomplish that. Example Reasons...

Use these steps to modify (Void, Delete, Discount, Note, etc.) items from an invoice. Open an invoice by clicking Pay, Add Charges, or Refund. Next to th...

How To Void an Entire Invoice Before starting, make sure there are no payments or allocations on that invoice, as only invoices without p...

What is a Security Deposit? A Security Deposit is a special type of prepayment invoice that is not calculated into customer facing statements. To explain t...

When viewing an invoice on the Add Charges, Payment, or Refund screens you will now see an "" icon next to any Prepayment, Overpayment, Payment, o...

There are two scenarios to process a NSF (non-sufficient funds check) for proper accounting: If the check was actually deposited, then the money withdra...

If you are looking to refund a same-day partial payment, please review How to Issue a Same-Day Partial Refund for Credit Cards. Please contact support@getmo...

On the date that a Credit Card payment is taken, it is in the Pending state and has not fully processed. If you would need to do a Full Refund or Pa...

NOTE - This guide is specific for marinas using advanced deferred revenue recognition with the Molo GL report only. For standard credit notes, please see th...