Payments/ Accounting

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 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

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

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

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 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

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