Finances

Modified on Wed, 8 Jan at 11:10 AM

This section will cover Finances within Discover.
By the end of this section, you should be able to complete the following processes confidently in Discover:

Set up your Invoicing Cycle
Manually send an Invoice
Preview Invoices and Statements
Send an ad-hoc invoice
Resend an Invoice
Reverse Invoices
Add a manual payment
Process WINZ payments
Create Charge Adjustments
Create Discounts
Apply Late Fees
Set up your default billing day
Set up direct debits for your families

For further assistance, you can click on any of the video titles which will take you to the relevant section in our Discover knowledge base, which will detail the steps taken alongside images of the process. You may also wish to test your knowledge here.

Invoice Settings