All Collections
Payments/ Accounting
Manage revenue and accounting for your business
48 articles
Peoplevine For Your Accounting TeamLearn The Tools, Predict Your Revenue And Follow Your Cash
Transactions: an overviewTrack your revenue, see popular products and customer spend habits through the transactions engine
Charge a personLearn how to charge a person any amount on the fly via payment link or structured through specific experiences.
Recurring Payments
Charge Service Fees and Taxes on SubscriptionsLearn how we charge taxes and service fees on subscriptions, membership initiation fees and more.
Pro-rate Membership DuesAutomatically pro-rate memberships that begin midway through the month.
Collect Unpaid Dues
House AccountsYou can enable house accounts to give members the ability to checkout open tabs to their house account.
Void and Reverse TransactionsDid your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.
Issuing RefundsHow to issue a refund for an already processed transaction.
Ensuring Your Are PCI Compliant
Daily A/R ReportYou can subscribe to a daily A/R report in order to stay on top of your growing (or lowering) account receivables balances.
Adjust the Billing Date of All MembersWith an ever-changing world and continuous lockdowns/business closures, we create a tool so you can easily push out the next billing date.
Break-out TransactionsWe added a new option that enables you to break-out line items into transactions.
Expiring PaymentsWhen viewing your subscriptions, you will now see the expiration date for the credit card used to pay the subscription.
Distribute a StipendWith the member stipend feature, you have the ability to provide your members with spending money
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.
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.
Accounts ReceivableKeep on top of dues and unpaid invoices through the PeopleVine A/R function
Allow Your Partners to Create/Mange OffersCompanies in the business directory (and their assigned users) can create and manage offers visible on your website.
Adding Fundraisers to your WebsiteWith PeopleVine Fundraisers, you and your (audience) can setup fund raising campaigns to raise money for a certain goal.
Choose a Payment Processor
Updated GoCardless Flow And ConnectionConnect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.
PayPal for eCommerce
Set up Card Connect
Process Payments Using SquareWhen you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS.
Add a Card on File from the Member Portal with SquareYour members are able to add a payment on file to be leveraged at the Square POS.
Setting up Authorize.net
Start Accepting Payments via Braintree
Accept Donations
Add Your Registration Number And VAT Number To Invoices And ReceiptsConfiguring VAT number in Company Profile includes them at the bottom of any order or transaction receipt generated via Control or Portal .
Generate Account Statements and E-mail them to Your MembersYou can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.
Setting up an email trigger for all members every time a transaction is madeIn case you need to send out an email every time a transaction has been made ( Subscriptions , Invoices, Membership renewals ) for members
Make Your Order Receipts Member FriendlyYou now have better control over the items that show up on an order receipt in your member portal.
Transaction Email with Option to Download as PDFWe 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.
See When Your Members/Subscribers Update their Payment on FileIn 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.
Contest - Scratch Off and Win
Step by Step - Setting up a Contest with Prizes and Digital Coupons
Contest Rules (templates) and Other Regulations
Adding Additional Content After a Scratch-Off Contest is Played
Contest prizes
Contest options
Design Guidelines - Loyalty Contest
Design Guidelines - Scratch-Off Contest Graphics