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Legislation and Policy Builder
Policy Administrator: Organize Policy Versions for Collaboration
Enabling your policy drafting groups to collaborate with you
Relationships
What are Relationships in Engagifii?
Relationship Module Settings
People
Organizations
Groups
Committees
Revenue
Credit Notes
Financial Reports
Invoices
Capitol Reports
Release Notes
2024 Release Notes
2023 Release Notes
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Settings & Configuration
General Settings
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Revenue
Understanding Workflows
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People Field Change Approvals
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Website
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Help Center
Revenue
Engagifii Best Practices
Tips
Accreditation & Training
Settings
Awards
Courses
Classes
Online Learning Integrations
Communications
Engagifii YouTube
Events
Event Settings
GeoConnect
Legislation
Settings and Configuration
Finding, Tracking, and Assigning Bills
Bill Tracking for Lobbyists
Committee Calendar and Meetings
Public Officials
Reporting
Staff Analysis and Comparing Bills
Legislation and Policy Builder
Policy Administrator: Organize Policy Versions for Collaboration
Enabling your policy drafting groups to collaborate with you
Relationships
What are Relationships in Engagifii?
Relationship Module Settings
People
Organizations
Groups
Committees
Revenue
Credit Notes
Financial Reports
Invoices
Capitol Reports
Release Notes
2024 Release Notes
2023 Release Notes
2022 Release Notes
2021 Release Notes
2020 Release Notes
Settings & Configuration
General Settings
Relationships
Revenue
Understanding Workflows
Organization Field Change Approvals
People Field Change Approvals
Definitions
Website
Revenue
Explore the articles provided in this section to gain insights on managing invoices, credit notes, and revenue reports.
All Transactions Dashboard
Configuring Credit Card Processor
Invoice timing and Held/auto-send configuration
Transactions and Accounting Items Dashboard
Create a Held Invoice
Consolidated Invoices
Can I edit past Transactions?
Engagifii PCI Compliance
Securing Engagifii Revenue Settings, Integrations, and Transaction Data
Credit Notes
What is a Credit Note?
Create a Credit Note
Applying a Credit Note
Financial Reports
Credit Balance Report
Aged Trial Balance Report
Month-End Booked Revenue Report
Invoices
Invoices
Create a Manual Invoice
Create a Consolidated Invoice
View, Download and Print an Invoice
How do I record a payment for an unpaid invoice?
See more