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  1. Firm Help Center
  2. Payments & Accounts Receivable
  3. How it works

How it works

  • How payment retry and recovery works
  • Why an invoice still shows a balance after a payment
  • How AutoPay eligibility works for business entities
  • How Accounts Receivable fits the billing lifecycle
  • How allocation determines a client's true outstanding balance
  • How write-offs differ from credit adjustments
  • Why AR transactions are corrected, not deleted
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