Finance
Learn about CiviPlus's finance features
By CiviPlus1 author13 articles
Setting up Finance (Admin Guide)
How to configure and setup CiviPlus finance
- How to configure CiviPlus FinanceThe process to configure CiviPlus Finance
- Companies and Multiple Company AccountingHow to maintain separate financial records If you have multiple legal entities
- Displaying custom data on invoicesHow to add extra information onto your invoices
- Add a Logo to the invoice templateHow to add your own logo to invoices
- GoCardless Direct DebitSetting up and using GoCardless with CiviPlus
- Stripe payment processorSetting up and using Stripe for online payments
- Switching to Direct Debit via the SSPHow members can switch to GoCardless
Everyday invoicing and payments (User guide)
Day to day finance workflows for users
- Invoicing in CiviPlusUnderstand how to create an invoice in CiviPlus
- How to get your invoices paid online by Credit CardTwo ways to collect card payment for a pending invoice — via the Self Service Portal or a direct payment link
- How to create and allocate credit in CiviPlusCreate and manage credit notes with CiviPlus's powerful features
- How to issue a refund in CiviPlusRefund a payment correctly (and create the credit note that keeps your records balanced)
- Creating a Sage 50 Export fileHow to batch and export transactions for Sage 50