Payments/ Accounting
Manage revenue and accounting for your business
25 articles
TransactionsTrack your revenue, see popular products and customer spend habits through the transactions engine
Collect Unpaid Dues
House AccountsYou can enable house accounts to give members the ability to checkout open tabs to their house account.
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 MembersA tool that you can use to easily push out 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
Hide Items on PDF Receipts and Online ReceiptsLearn how to hide certain products from showing up in the customer's view.
Choose a Payment Processor
Updated GoCardless Flow And ConnectionConnect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.
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.
Setting up Authorize.net
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 .
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.