Payments/ Accounting

Peoplevine For Your Accounting Team

Learn The Tools, Predict Your Revenue And Follow Your Cash

Written by Jordan Gilman
Updated over a week ago

Transactions: an overview

Track your revenue, see popular products and customer spend habits through the transactions engine

Written by Tuba Gursoy
Updated this week

Charge a person

Learn how to charge a person any amount on the fly via payment link or structured through specific experiences.

Written by Jordan Gilman
Updated over a week ago

Recurring Payments

Written by Jordan Gilman
Updated over a week ago

Charge Service Fees and Taxes on Subscriptions

Learn how we charge taxes and service fees on subscriptions, membership initiation fees and more.

Written by Jordan Gilman
Updated over a week ago

Pro-rate Membership Dues

Automatically pro-rate memberships that begin midway through the month.

Written by Jordan Gilman
Updated over a week ago

Collect Unpaid Dues

Written by Jordan Gilman
Updated over a week ago

House Accounts

You can enable house accounts to give members the ability to checkout open tabs to their house account.

Written by Jordan Gilman
Updated over a week ago

Void and Reverse Transactions

Did your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.

Written by Jordan Gilman
Updated over a week ago

Issuing Refunds

Frequently asked question: how do you issue a refund for an already processed transaction.

Written by Jordan Gilman
Updated over a week ago

Ensuring Your Are PCI Compliant

Written by Jordan Gilman
Updated over a week ago

Daily A/R Report

You can subscribe to a daily A/R report in order to stay on top of your growing (or lowering) account receivables balances.

Written by Frank Calabrese
Updated over a week ago

Adjust the Billing Date of All Members

With an ever-changing world and continuous lockdowns/business closures, we create a tool so you can easily push out the next billing date.

Written by Jordan Gilman
Updated over a week ago

Break-out Transactions

We added a new option that enables you to break-out line items into transactions.

Written by Jordan Gilman
Updated over a week ago

Expiring Payments

When viewing your subscriptions, you will now see the expiration date for the credit card used to pay the subscription.

Written by Frank Calabrese
Updated over a week ago

Distribute a Stipend

With the member stipend feature, you have the ability to provide your members with spending money

Written by Jordan Gilman
Updated over a week ago

Issue an offer/coupon or a voucher to a specific person.

Follow these steps to issue an offer/coupon or a voucher to a specific person. They will receive a digital voucher they can redeem.

Written by Jordan Gilman
Updated over a week ago

Taking Payments via ACH (eCheck or Telecheck)

You can accept payments from your customers via direct bank withdrawals by setting up ACH or eCheck services.

Written by Jordan Gilman
Updated over a week ago

Accounts Receivable

Keep on top of dues and unpaid invoices through the PeopleVine A/R function

Written by Frank Calabrese
Updated over a week ago

Import Transactions from a CSV

Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Create/Mange Offers

Companies in the business directory (and their assigned users) can create and manage offers visible on your website.

Written by Jordan Gilman
Updated over a week ago

Adding Fundraisers to your Website

With PeopleVine Fundraisers, you and your (audience) can setup fund raising campaigns to raise money for a certain goal.

Written by Jordan Gilman
Updated over a week ago

Gift Cards in Peoplevine

Written by Jordan Gilman
Updated over a week ago

Importing Gift Cards from Pre-Existing Codes

Written by Jordan Gilman
Updated over a week ago

How do I resend a digital Gift Card?

Written by Jordan Gilman
Updated over a week ago

Allow Your Partners/Operators to Redeem Gift Cards

See how to setup a portal designed for your partners to redeem rewards/gift cards.

Written by Frank Calabrese
Updated over a week ago

How to Set What Gift Certificates Are Valid For

Written by Jordan Gilman
Updated over a week ago

Choose a Payment Processor

Written by Jordan Gilman
Updated over a week ago

Updated GoCardless Flow And Connection

Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

Written by Iswarya Sekar
Updated over a week ago

PayPal for eCommerce

Written by Jordan Gilman
Updated over a week ago

Set up Card Connect

Written by Jordan Gilman
Updated over a week ago

Process Payments Using Square

When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS.

Written by Jordan Gilman
Updated over a week ago

Add a Card on File from the Member Portal with Square

Your members are able to add a payment on file to be leveraged at the Square POS.

Written by Jordan Gilman
Updated over a week ago

Setting up Authorize.net

Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Braintree

Written by Jordan Gilman
Updated over a week ago

Accept Donations

Written by Jordan Gilman
Updated over a week ago

Add Your Registration Number And VAT Number To Invoices And Receipts

Configuring VAT number in Company Profile includes them at the bottom of any order or transaction receipt generated via Control or Portal .

Written by Iswarya Sekar
Updated over a week ago

Generate Account Statements and E-mail them to Your Members

You can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.

Written by Jordan Gilman
Updated over a week ago

Setting up an email trigger for all members every time a transaction is made

In case you need to send out an email every time a transaction has been made ( Subscriptions , Invoices, Membership renewals ) for members

Written by Iswarya Sekar
Updated over a week ago

Make Your Order Receipts Member Friendly

You now have better control over the items that show up on an order receipt in your member portal.

Written by Jordan Gilman
Updated over a week ago

Transaction Email with Option to Download as PDF

We have made it easier to send someone a transaction receipt by including an out-of-the-box template and a new option to download as a PDF.

Written by Jordan Gilman
Updated over a week ago

See When Your Members/Subscribers Update their Payment on File

In an effort to help ensure you're subscriptions/memberships are being paid for, you can sort and see data related to their payment on file.

Written by Jordan Gilman
Updated over a week ago

Contest - Scratch Off and Win

Written by Jordan Gilman
Updated over a week ago

Step by Step - Setting up a Contest with Prizes and Digital Coupons

Written by Jordan Gilman
Updated over a week ago

Contest Rules (templates) and Other Regulations

Written by Jordan Gilman
Updated over a week ago

Adding Additional Content After a Scratch-Off Contest is Played

Written by Jordan Gilman
Updated over a week ago

Contest prizes

Written by Jordan Gilman
Updated over a week ago

Contest options

Written by Jordan Gilman
Updated over a week ago

Design Guidelines - Loyalty Contest

Written by Jordan Gilman
Updated over a week ago

Design Guidelines - Scratch-Off Contest Graphics

Written by Jordan Gilman
Updated over a week ago