Financials Documentation

Quick setup guide to get your financial system up and running with best practices.

Introduction to the Financials Extension and its comprehensive payment and billing capabilities.

Configure credit card and ACH payments with low-cost interchange pricing to save your organization money.

Create, send and manage invoices for dues, fees, and other expenses with automated billing.

Modify existing invoices, update amounts, and manage invoice changes before or after sending.

Set up flexible payment plans and automatic billing to make it easier for families to pay.

Set up automatic invoice generation from other extensions like event registration and memberships.

Optimize the payment experience for your customers with user-friendly interfaces and processes.

Set up automatic recurring payments and billing agreements for consistent revenue.

Configure automated billing, payment reminders, and financial workflows.

Export invoices to CSV, Excel, and other formats for accounting and tax preparation.

Export transaction data for financial analysis, reconciliation, and reporting.

Create multi-invoice payments and batch payment processing for efficiency.

Set up digital currency systems for internal transactions and account credits.

Create discount tokens and token packages for promotions, scholarships, and special offers.

Comprehensive financial analytics, reporting, and administrative tools for system management.

Advanced transaction management features for complex financial operations and reporting.

Configure payment processors and manage payout reports for financial reconciliation.

Manage company information, tax settings, and business profile for financial operations.

Technical documentation for integrating with the financial system via API endpoints.

Configure system settings, payment options, and financial system preferences.

Frequently asked questions and answers about financial system operations.

Common issues, FAQ, and solutions for financial system problems.