Video: Switch from Classic Billing to New Finances Orientation

 

Watch the video below for an orientation on switching from Classic Billing to the New Finances.

Please note: This video is NOT a tutorial or training; the purpose of this video is to provide a bit of background on why things have changed and to orient Classic Billing users so they can more easily navigate the new experience. Click here for the uplifted finances training video on YouTube.

Below the video, we included links to the how-to articles for the main tasks in Finances. You can find all other how-to articles on the main Knowledge Base page, under the Uplifted Finances (Limited Availability) category.

 

 

 

New Finances how-to articles:

• Overview of the Finances page
• How to update Finances Settings and how to add items to the Inventory
• How to add a recurring billing and understanding recurring billings
• How to add a payment method
• How to add an invoice
• How to pay an open invoice
• How to refund a payment, void or credit an invoice, or update a recurring billing