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Account Alerts - Viewing and Clearing Notification Flags
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Account Balance and Transaction History - Reviewing Financial Activity
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Account Charge Method - Configuring Payment Terms and Billing
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Account Contacts and Users - Managing People Associated with an Account
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Account Creation and Closure - Setting Up and Closing Accounts
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Account List - Searching, Filtering, and Bulk Actions
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Account List - Searching
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Account Merge - Consolidating Two Accounts
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Chargeback Recording - Handling Credit Card Disputes
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Credit Memo Creation - Reducing an Account Balance
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Discount Codes and Promotions - Managing Promotional Pricing
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Export GL Transactions - Sending Data to Accounting Systems
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Gift Cards
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Housekeep Process - Running Batch Billing and System Maintenance
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Invoice Creation - Building Manual Invoices for Accounts
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Membership Management - Types, Status, Expiration, and Renewals
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Membership Management - Types
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Miscellaneous Charges - Adding Fees to an Account
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Payment Methods on File - Credit Cards, ACH, Gift Cards, and Stripe
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Payment Methods on File - Credit Cards
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Payment Processing - Applying Payments to Invoices
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Purchase History and Order Management - Viewing and Understanding Orders
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Refund Processing - Returning Items and Refunding Payments
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Reports - Analyzing Sales, Aging, and Account Activity
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Reports - Analyzing Sales
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Shipping Addresses and Fulfillment - Managing Delivery for Accounts
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Statements and Invoices - Sending Account Communications
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Station Device Notifications
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Subscriptions and Recurring Purchases - Managing Automatic Renewals
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Test Credit Card - Using Test Mode for Payment Testing
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Configuration,Claude CLI
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Configuration,Claude Desktop
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Configuration,Claude Web
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Configuration,VS Code Extension
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Extension Tools,Best Practices
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Extension Tools,Creating an Extension Addon
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Extension Tools,Overview
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Extension Tools,Response and Undo Helpers
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Installation,Getting Started
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Tools,Available Tools
Menuing
Tool Panel