SwiftFox Academy

Finance

SwiftFox takes the stress out of managing finances. Dive into this course to explore our simple, user-friendly features that anyone can understand - no finance expertise needed!

About this course

Duration

25

min

Lessons

11

SwiftFox Finance empowers your organisation to manage all payments through SwiftFox. Whether you're reviewing invoices, tracking receipts, taking payments (or refunding them!), SwiftFox makes it easy to record and action every step.

Begin first lesson

Lessons

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016-01 Understanding a contact’s financial profile
2m 45s
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016-02 Create & edit subscriptions
2m 26s
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016-03 Taking payments through Forms
3m 15s
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016-04 Creating a membership or subscription form
2m 26s
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016-05 Take a manual payment in SwiftFox
1m 56s
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016-06 Refund a payment in SwiftFox
2m 01s
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016-07 Understand the SwiftFox Finance Action Centre
2m 39s
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016-08 Xero Integration
2m 34s
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016-09 Xero invoices in SwiftFox
2m 03s
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016-11 Invoices as a payment option on Forms
2m 21s
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016-12 Sync contacts between Swiftfox and Xero
1m 44s

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