Deep Dive: Working with payments in Beacon

The Payment record is an integral part of Beacon - how can you make it work best for you?

Sign up for this event

To register for this event, please enter your details below:

Thank you! We've registered you for the event!

Oops! Something went wrong while submitting the form.

This event has already happened.

To register for this event, please save your space using the button below:

Save your space

We're committed to your privacy. Beacon uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our privacy policy below.

https://www.beaconcrm.org/legal/privacy-for-humans

Event details

The Payment record - how it works and how to make it work for you
Getting payments into Beacon: Manual entry, apps, and imports
Tracking through campaigns, funds and payouts - checking income and checking success
Reconciling and auditing payments - what's required and what's missing
Regular Payment tracking - confirming, forecasting

Save your space

Watch the video below

In this session we cover

The Payment record - how it works and how to make it work for you
Getting payments into Beacon: Manual entry, apps, and imports
Tracking through campaigns, funds and payouts - checking income and checking success
Reconciling and auditing payments - what's required and what's missing
Regular Payment tracking - confirming, forecasting