Simfuni Knowledge Base
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Invoices and payments
Getting started
Invoices and payments
Managing clients
Software integrations
Client experience
Support
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Simfuni Knowledge Base
Invoices and payments
Getting started
Invoices and payments
Managing clients
Software integrations
Client experience
Support
Invoices and payments
Payments, reconciliation, invoices, and more.
Creating a new invoice
Managing invoices
Adding On-Demand Payments to an Invoice
Endorsing Policies
Payment arrangements
Renewing a policy
Approval rules
Client Initiated Payments (Matching Payments)
Cancelling Policies