Intermediate Level
Admins, Finance Managers
Up to 5 Hours
Intermediate Level
Admins, Finance Managers
Up to 5 Hours
Intro to Finance Management
About this course
Managing finances in aXcelerate doesn't have to be complicated. This course gives you the practical skills to set up invoicing, track payments, handle refunds, and automate your fees — so you can spend less time chasing numbers and more time focused on what matters.Modules included:
- Prepare aXcelerate for Invoicing
- Raise Invoices and Record Payments
- Record Refunds and Offset via Credit Notes
- Automate Fees with Payment Plans and Finance Models
- Monitor Financial Activity and Outstanding Balances

