Training Videos

New Finance: Ledger Card

Billing Items: Overview - 02:36

Deferrals: Editing Deferral Schedules - 01:58

Deferrals: How to Change the Status of Your Deferral Schedules - 02:17

Recurring: Modifying the Price of a Recurring Schedule - 01:37

Recurring: Adding a Discount to a Recurring Schedule - 01:52

Recurring: Retry a failed recurring schedule - 02:08

Recurring: Changing Payment Method on a Recurring Schedule - 02:26

Recurring: Updating recurring schedule status - 02:59

Recurring: How to View and Edit Recurring Schedule - 02:52

Invoices: Download Invoice - 01:01

Invoices: Email Invoices - 01:30

Invoices: Paying an Invoice - 01:20

Invoices: Create Invoice - 02:45

Invoices: Old vs New Finance - 02:13

Cash Receipts: Unapplying a Payment - 02:22

Cash Receipts: Refunding a Payment - 03:31

Cash Receipts: Redeeming a Gift Card - 01:15

Introduction to New Finance - 11:24

Billing Items: Creating a Draft Billing Item - 04:38

Billing Items: Deleting Draft and Proforma Items - 02:06

Billing Items: Posting Draft Billing Items - 02:11

Billing Items: Setting a Billing Date - 03:35

Billing Items: Setting a Due Date - 02:11

Billing Items: Paying a Single Billing Item - 05:28

Billing Items: Paying for Multiple Billing Items - 04:54

Billing Items: Voiding a Billing Item - 02:57

Billing Items: Adding Billing Items to Invoices - 03:36

Billing Items: Adding Discounts to Billing Items - 03:59

Billing Items: Creating a Recurring Item - 05:17

Billing Items: Creating a Deferral Schedule - 02:19

Cash Receipts: Creating an Unapplied Payment - 01:37

New Finance: Chart of Accounts

Chart of Accounts: Editing Product SKUs - 01:28

Chart of Accounts: Adding and Editing Account Codes - 01:36

Chart of Accounts: Restoring the Default Account Code Mapping - 01:53

Chart of Accounts: Assigning Account Codes to SKUs - 01:55

New Finance: Automation

Automation: Setting up a Deferral Automation - 04:22

Automation: Using Automated Deferrals - 04:11

New Finance: Gift Cards

Gift Cards: Creating a Gift Card - 02:38

Gift Cards: Activating and Paying for a Gift Card - 02:25

Gift Cards: Voiding Gift Cards - 02:50

New Finance: Point of Sale

Point of Sale: Overview - 01:37

Point of Sale: Adding an Order - 05:22

New Finance: Vouchers

Vouchers: Adding a New Voucher Order - 03:52

New Finance: Events

Events: Adding Single Ticket Orders - 03:25

New Finance: Membership Dues

Membership Dues: Add Member - 06:04

Membership Dues: Renewing a Member - 03:56

Membership Dues: Changing Membership Level - 02:37

Membership Dues: Setting up a Recurring Dues SKU - 01:27

Membership Dues: How to Cancel a Membership - 02:22

Memership Dues: How to Freeze and Unfreeze a Membership - 05:00