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What This Section Covers

This section is where money actually moves in fusionCore. You track a potential sale as an Opportunity, convert it into a billable Order, add the products being sold, and then take the accounting motions on that Order — payments, refunds, adjustments, write-offs, and voids. Each motion is recorded as a Financial Event that your finance team can report on. If you are new here, start with Opportunities (or create an Order directly from an Account or Contact), then learn how products and payments work on an Order.

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Key Concepts

  • Opportunity — a potential sale (a membership renewal, sponsorship, or registration) that you can price and then convert into an Order.
  • Order — the billable transaction. You add products through the Order Entry screen, then take payments and other accounting motions against it.
  • Financial Event (FCORE_PAY__Financial_Event__c) — the per-transaction ledger record fusionCore writes for each motion (payment, refund, A/R, void, write-off, adjustment).
  • Account Credit — a stored balance you can apply as a payment method on a future Order.

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Explore the Section

Opportunities

Track potential sales and convert them into Orders.

Orders

Create Orders and take the accounting motions — pay, refund, adjust, write off, void and apply account credit.

Opportunity Products

Add products to an Opportunity through the Order Entry screen before converting it.

Purchase Activities

The record of what a customer bought, created when an Order is activated — and how it assigns benefits.

Installments

Split an Order’s balance into scheduled payments collected over time. Works for any installment-eligible product.

Auto-Charge

Collect scheduled installment payments automatically against a saved payment method.

Product Configuration

Set up the products and prices that Orders and Opportunities sell.

Accounting

Business Units, GL Accounts, and Payment Types — the financial backbone Orders post against.

Subscriptions

Subscription renewals build on the Orders — and the installments and auto-charge — set up here.