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The financial tab on the profile of your SwiftFox contact contains information on payments your contact is made, any subscriptions they have, or tickets they have purchased. In this lesson, we'll explain how to navigate the financial tab so you can have a complete view of all of your important payment information. To get started, let's bring up a user's profile.

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Here you will see the financial tab. This tab will only be displayed if you have the SwiftFox Finance feature. First, you can see the payment sources of your contact, which could include that credit card information or direct debit details. Next is a snapshot of their payments to date, which could include payments year to date, the total amount paid during the life of their subscription, and any outstanding balance.

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The subscriptions table is where you can see all of the details of your contact subscriptions. SwiftFox allows you to track multiple subscriptions on contacts. However, often you will only have one displayed here. The table shows the subscription type, the fee level, the method of payment, the subscription status, and when the subscription has been paid to. To change any details of the subscription, simply click the subscription name and in the draw that pops out you can change, pause, or cancel the subscription.

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You can also add a new subscription to your contact by clicking Create Subscription and selecting a new plan. For further information on creating subscriptions for contacts, check out our Academy video on this topic in this current financial series. Below the subscriptions table, you will find information on all of your contacts transactions. This table shows the date of the financial transactions, the receipt number, how much the payment was for and how it was paid, whether the payment was successful and the user in your organisation that took the payment, if applicable.

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Here you can also manually take a payment from your contact by clicking the make a Payment button. In this drawer you can select the type of payment being made. The value of the payment. Any additional details of the payment, the date the payment will be taken, and the method of the payment. If your organisation also handles ticketing for paid events, you will also see a ticketing table in the financial section of your contacts profile.

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So there you have it. You now understand the financial tab on a contact profile. Be sure to check out all of our other videos in the finance series to get right across all of the financial features that SwiftFox has to offer.

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