This interactive video will help test your knowledge on financials. After finishing the video, you should be able to:
- Upload your logo and address to the invoice settings area.
- Create or edit an invoice template and update the email notifications.
- Set up a new revenue account.
- Assign a payment processor and revenue account to a Member Type.
- Assign a payment processor and an invoice template to the payment section of a form.
- Assign a payment processor and revenue account to a pricing field on a form.
- Locate the transaction report, practice setting filters, and find where to export those transactions.
These two resources will help prepare you for the video: