Payments/ Accounting
Manage revenue and accounting for your business
50 articles
+1Written by Jordan Gilman, Frank Calabrese, Iswarya Sekar and 1 other
+1Peoplevine For Your Accounting Team
Learn The Tools, Predict Your Revenue And Follow Your CashWritten 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
How to 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 moneyWritten 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 functionWritten by Frank Calabrese. Updated this week
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