Financials and Invoices
- 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