Finance Module

Contracts

• Contracts
• Contract Statuses & Stages
• Contract Types & Templates
• Contract Renew
• Contract Approval Process and Rules
• Contract Numbering Sequence and Numbering Template

See all 10 articles

Coins & Credits

• What are Booking Credits
• What are Booking coins and how to allocate them
• How to Adjust Booking Credits on an Existing Membership
• How to set up Printing Credits

Discounts

• Steps to create a Plan Discounts for a membership
• How to Temporarily Discount a Membership
• How to Add Rate Discounts to Meeting Room Bookings

Invoicing

• Invoicing
• How to Record a Refund
• Review and Manage Invoices
• Invoice Statuses
• Set Up Billing Cycle Segregation
• Execute Bill Run Manually

See all 23 articles