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  3. Financials and Invoices

Financials and Invoices

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  • Donations vs Event Fees vs Membership Fees Webinar Recording
  • Financials and Invoices Webinar Recording
  • Configuration: Account Classes (Version 2+)
  • Configuration: Chart of Accounts (Version 2+)
  • Configuration: Discount Codes
  • Configuration: Expense Groups (Version 2+)
  • Financials: Create Deposit
  • Financials: Using the Financials Screen
  • QuickBooks Sync: Set Up The Quick Books Sync
  • QuickBooks Sync: Failed Transactions and Troubleshooting Quick Books Sync
  • QuickBooks Sync: FAQ - What Fields Sync with QuickBooks?
  • QuickBooks Sync: FAQ - Finding a Fundly CRM Transaction in Quick Books
  • QuickBooks Sync: FAQ - Running a Report Of Synced Transactions in Quick Books
  • Invoices: Configure Invoices
  • Invoices: Create and Manage Invoices (Version 2+)
  • Invoices: Receive Payment (Version 2+)
  • Multi-Currency Processing
  • Working With Financial Credits
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