Finance

Discover how a few simple tweaks in your invoice settings can make billing smoother for both you and your members. Learn the key controls that keep invoices timely, tidy, and perfectly matched to your workflow.

Learn how to take a real, live payment in SwiftFox and see exactly what happens to the invoice afterward. It’s a friendly, step‑by‑step walk‑through that shows you why charging now matters and how easy it can be.

A friendly walk‑through of SwiftFox’s invoice tools, showing you how to find, pay, adjust and write off invoices while keeping everything tidy and auditable. Master these steps and keep your members’ finances smooth and up‑to‑date.

In this lesson, we walk through how to set up payment methods, from providers like Stripe and PayPal to manual options such as invoice, cheque, or cash. Learn how to customise labels, configure processing settings, enter provider credentials, and manage multiple payment options with ease.

Tracking categories and tracking codes—they're the unsung heroes of organised invoicing. In this lesson, we walk through how to create and manage tracking categories, add codes, and keep everything aligned.

Dive into the world of payroll deductions and discover how SwiftFox makes managing automatic payments a breeze. Learn about setting up members for payroll deductions, processing batch payments, and keeping everything organised with ease.

Dive into the world of financial planning with SwiftFox and learn how to effortlessly set up categories, plans, and flexible fees that cater to your customers' needs. Discover how to create subscriptions that adapt to future price changes and keep your billing on point!

Dive into the world of pricing flexibility with our guide on adding discounts and surcharges to your plans. Learn how to create clear and appealing pricing options that not only enhance your offerings but also delight your customers.

Learn how to create, send, and manage invoices with ease. Say goodbye to payment collection headaches and hello to a streamlined, enjoyable invoicing experience that keeps your finances in perfect shape.

Jazz up your invoices with a custom footer that reflects your organisation's personality! Learn how to add personalised payment details and messages, making your invoices not just professional but also uniquely yours.

The more options you have to take payments = the better! Here's how you can set up your form to take invoice payments. It's quick, easy and - will flow straight through to Xero.

The SwiftFox Action Centre is your one-stop-shop for seeing and understanding your finance data at a glance. Let us walk you through it in our next Academy lesson.