Payments/ Accounting

Manage revenue and accounting for your business

Jordan Gilman avatar Frank Calabrese avatar Iswarya Sekar avatar +1
49 articles in this collection
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
Jordan Gilman avatar
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.
Jordan Gilman avatar
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

Frequently asked question: how do you 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.
Frank Calabrese avatar
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.
Jordan Gilman avatar
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.
Jordan Gilman avatar
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.
Frank Calabrese avatar
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
Jordan Gilman avatar
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.
Jordan Gilman avatar
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.
Jordan Gilman avatar
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
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Import Transactions from a CSV

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