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Finance

Review invoices, track payments, and manage receipts—SwiftFox makes finance straightforward for everyone.

About this course

PT49M17S

16

lessons

SwiftFox Finance empowers your organisation to manage all payments through SwiftFox. Whether you're reviewing invoices, tracking receipts, taking payments (or refunding them!), SwiftFox makes it easy to record and action every step.

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Lessons

016-01 Understanding a contact’s financial profile

016-02 Create & edit subscriptions

016-03 Taking payments through Forms

016-04 Creating a membership or subscription form

016-05 Take a manual payment in SwiftFox

016-06 Refund a payment in SwiftFox

016-07 Understand the SwiftFox Finance Action Centre

016-11 Invoices as a payment option on Forms

016-13 Xero tracking codes

016-14 Send Invoice Emails

016-16 Payroll Deduction

016-17 Customise your invoice footer

016-18 Create financial plans and subscriptions

016-19 Create plan surcharges and discounts

16-20 Tracking categories in SwiftFox

16-21 Add payment methods

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