Go to Peoplevine
All Collections
Payments/ Accounting
Payments/ Accounting
Manage revenue and accounting for your business
+1
49 articles in this collection
Written by
Jordan Gilman,
Frank Calabrese,
Iswarya Sekar
and 1 other
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 over a week ago
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
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
Payment Processors
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
Receipts & Statements
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
Notifications
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
Contests
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