CiviPlus

Getting started understanding Finance in CiviPlus

Introduction to Finance in CiviPlus

The process to configure CiviPlus Finance

How to configure CiviPlus Finance

How to maintain separate financial records If you have multiple legal entities

Companies and Multiple Company Accounting

Understand how to create an invoice in CiviPlus

Invoicing in CiviPlus

Create and manage credit notes with CiviPlus's powerful features

How to create and allocate credit in CiviPlus

How to batch and export transactions for Sage 50

Creating a Sage 50 Export file

Setting up and using Stripe for online payments

Stripe payment processor

Setting up and using GoCardless with CiviPlus

GoCardless Direct Debit

Switching to Direct Debit via the SSP

Add a Logo to the invoice template

How to add extra information onto your invoices

Displaying custom data on invoices

CiviPlus Helpdesk

Finance

Create a custom design with text, images, and links

Get more help

Useful Links

Find answers and get help from Intercom Support and Community Experts

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