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

How to add extra information onto your invoices

Displaying custom data on invoices

Add a Logo to the invoice template

Setting up and using GoCardless with CiviPlus

GoCardless Direct Debit

Setting up and using Stripe for online payments

Stripe payment processor

Switching to Direct Debit via the SSP

CiviPlus Helpdesk

How to configure and setup CiviPlus finance

Setting up Finance (Admin Guide)

Create a custom design with text, images, and links

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Useful Links

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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