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Payments/ Accounting
Payments/ Accounting
+2
94 articles in this collection
Written by
Jordan Gilman,
Mobolaji Akintunde,
Frank Calabrese
and 2 others
Peoplevine For Your Accounting Team
Learn The Tools, Predict Your Revenue And Follow Your Cash
Written by
Jordan Gilman
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
Ensuring Your Are PCI Compliant
Written by
Jordan Gilman
Updated over a week ago
Recurring Payments
Written by
Jordan Gilman
Updated over a week ago
Collect Unpaid Dues
Written by
Mehrab Imam Abu
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
Pro-rate Membership Dues
Automatically pro-rate memberships that begin midway through the month.
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
Emran Hossain
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
Mehrab Imam Abu
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
Emran Hossain
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
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
Emran Hossain
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
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
Troubleshooting Errors with Payment or Account Screens
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
Accept a payment for a specific amount
Written by
Jordan Gilman
Updated over a week ago
Process Payment on File API Call
Learn how to connect your POS to PeopleVine and leverage our payment on file API for enabling convenience to your customers.
Written by
Jordan Gilman
Updated over a week ago
Using the Checkout Engine
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
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
Migrating Billing - Ready for a Real Billing Platform (for those not using PeopleVine Billing)
Migrate to PeopleVine Billing for Memberships and streamline your business with the ultimate in "lock-down" abilities for non-payers...
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
Payment Processors
Choose a Payment Processor
Written by
Jordan Gilman
Updated over a week ago
Stripe Payment Processor
Written by
Jordan Gilman
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
Mehrab Imam Abu
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
Mehrab Imam Abu
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
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
Emran Hossain
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
eCommerce
eCommerce Features and Customization
Written by
Jordan Gilman
Updated over a week ago
Add Notes to Your Packing Slips
Need to inform your team on how to handle a specific item? Use our packing slip notes that get added to the order packing slip for your team
Written by
Jordan Gilman
Updated over a week ago
Peoplevine Point of Sale
Written by
Jordan Gilman
Updated over a week ago
Setup an eCommerce Product Catalog from a Spreadsheet
Are you ready to launch e-commerce to allow your members to purchase your food, beverages or merchandise?
Written by
Jordan Gilman
Updated over a week ago
Set up shop with eCommerce: An overview
Written by
Jordan Gilman
Updated over a week ago
Set up product filters
Written by
Jordan Gilman
Updated over a week ago
Setup a Warehouse to get Notified when an Order is Placed
Looking to notify a different warehouse or split orders between your bar and kitchen? Leverage these steps to configure a packing slip ....
Written by
Jordan Gilman
Updated over a week ago
Setting up a Product Variation (Parent/Child Relationship)
Written by
Jordan Gilman
Updated over a week ago
Import Products to your Web Site
You can import your entire product catalog and even keep it updated via our import engine.
Written by
Jordan Gilman
Updated over a week ago
Setup a Product Bundle
Sell a bunch of products in a bundle to keep track of inventory on an individual item basis
Written by
Jordan Gilman
Updated over a week ago
Add Pick Up as an Option in eCommerce
We built a one-click pick up order confirmation that is e-mailed directly to the location the order was placed at.
Written by
Jordan Gilman
Updated over a week ago
Setup Subscriptions for Your Products
Allow your customers to receive a product on a recurring basis, delivered direct to their door.
Written by
Frank Calabrese
Updated over a week ago
View Commerce Revenue by Category
If you're POS is connected to Peoplevine or you're leveraging our eCommerce, you can now see commerce sales
Written by
Mehrab Imam Abu
Updated over a week ago
Setup a Delivery Window to Hand Delivery Orders to your People
You can setup a custom delivery scheduler where you can control the available slots and staff handling the deliveries.
Written by
Jordan Gilman
Updated over a week ago
Sell Products that Are Visible to Member's Only
You can setup a product catalog to display only to active members of specific groups.
Written by
Jordan Gilman
Updated over a week ago
Issue/Sell Vouchers to Enable a Digital Tracking System
With Vouchers, you can distribute one-time passes that enable someone to visit, experience or obtain.
Written by
Jordan Gilman
Updated over a week ago
Enable Filters and Recommended Products
You can make it easier for your customers to find your products by specific attributes (e.g. ingredient, color, size, etc.) and the..
Written by
Frank Calabrese
Updated over a week ago
Enable Online Food Orders, Limited Availability Meals and Curbside Pickup
You have all the tools in front of you to provide a quick and efficient way to take orders, limit availability and offer curbside pickup.
Written by
Frank Calabrese
Updated over a week ago
Receive notifications of low inventory
Written by
Jordan Gilman
Updated over a week ago
Customize the /login with a Guest Checkout button
If you've customized your login page and are a member focused organization, but want to sell ecommerce merchandise to the public, you can...
Written by
Jordan Gilman
Updated over a week ago
Setup a category and assign products
Written by
Jordan Gilman
Updated over a week ago
Enable free shipping based on spend
Written by
Jordan Gilman
Updated over a week ago
View order history
Written by
Jordan Gilman
Updated over a week ago
Supported pricing options
Written by
Jordan Gilman
Updated over a week ago
Order Fulfillment
Written by
Jordan Gilman
Updated over a week ago
Multiple Shipments on Orders
Written by
Jordan Gilman
Updated over a week ago
Display the total items in your shopping cart in your website header
By using the HAPI variables {@
[email protected]
} and {@
[email protected]
}, you can add an always updated value within your website layout.
Written by
Jordan Gilman
Updated over a week ago
Setup a product bundle
Written by
Jordan Gilman
Updated over a week ago
Real-Time Inventory Management
Written by
Jordan Gilman
Updated over a week ago
Sell Digital Products in eCommerce
Written by
Jordan Gilman
Updated over a week ago
Add products for eCommerce
Written by
Jordan Gilman
Updated over a week ago
Setup Pick Up Locations
Written by
Jordan Gilman
Updated over a week ago
Product Settings
Written by
Jordan Gilman
Updated over a week ago
Generate a shipping export
Written by
Jordan Gilman
Updated over a week ago
"Pay with Points" mode
Written by
Jordan Gilman
Updated over a week ago
Add Category Banners to Commerce Shop Pages
Written by
Jordan Gilman
Updated over a week ago
Set up a drop ship notification
Learn how to set up an email notification to be sent to a drop ship fulfillment partner when a product order is placed.
Written by
Mobolaji Akintunde
Updated over a week ago
Get Order Data for Google Analytics or other eCommerce Order Tracking
Written by
Jordan Gilman
Updated over a week ago
Manually override the order of products
Written by
Jordan Gilman
Updated over a week ago
Checklist for Going Live with an eCommerce Web Site
Written by
Jordan Gilman
Updated over a week ago
Setup Shipping Rules with Local Delivery
Manage real-time availability for deliveries by using Peoplevine Scheduler for Appointments.
Written by
Jordan Gilman
Updated over a week ago
Fulfillment services
Written by
Jordan Gilman
Updated over a week ago
Add brand logos to the bottom of your website
Written by
Jordan Gilman
Updated over a week ago
Copy an Inventory Item or Product
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