Course curriculum

  • 1

    All About Financials

    • All About Financials

    • All About Financials

    • Payments and Pledges

    • Types and Subtypes

    • Payment Options

    • Payment Plans & Recurring Billing

    • Financial List Views

    • Rollups Overview

    • Rollups

    • Rollup use cases

    • Financials quiz
  • 2

    Letters

    • Financial Letters

    • Creating a Letter

    • Intended Uses for Letters

    • How to Create a Letter

    • Adding Merge Tags

    • Portal Link - Pay Open Balances Online

    • Template Gallery

    • Letters quiz
  • 3

    End of Year Mailings

    • End of Year Mailings

    • Send, Preview, and Print