Payments/ Accounting

Manage revenue and accounting for your business

50 articles
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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
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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
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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.
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Written by Jordan Gilman. Updated over a week ago

Recurring Payments

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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.
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Written by Jordan Gilman. Updated over a week ago

Pro-rate Membership Dues

Automatically pro-rate memberships that begin midway through the month.
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Written by Jordan Gilman. Updated over a week ago

Collect Unpaid Dues

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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.
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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.
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Written by Jordan Gilman. Updated over a week ago

Issuing Refunds

How to issue a refund for an already processed transaction.
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Written by Jordan Gilman. Updated over a week ago

Ensuring Your Are PCI Compliant

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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.
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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.
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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.
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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.
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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
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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.
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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.
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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
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Written by Frank Calabrese. Updated this week

Import Transactions from a CSV

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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.
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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.
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Written by Jordan Gilman. Updated over a week ago