A payment group lets members register now while their club pays the association's membership fees later on one invoice. Review what each club owes, fix the invoice, request payment and record the payment once it arrives.
- A payment group is an open invoice between a club and its association. Members register online and choose to add their membership fees to their club’s invoice. The club then pays the association outside the platform.
- Uplifter sets up payment groups, for a $50 setup fee per club. The club pays the fee. To add a group for a club, contact Uplifter Support. A passphrase can limit who can choose it at checkout.
- A payment group holds only association membership fees, for the provincial or territorial sport organization (PTSO) and the national sport organization (NSO). Club fees can’t go into one.
- Offline payments go to the PTSO in full. The PTSO then pays the NSO its share. If the club pays online instead, the fees are split automatically, and processing fees are added.
- You need a billing contact and billing address on the group before you can record any payment.
A payment group lets members register now while their club pays the association’s membership fees later on one invoice. As the association, you review what each club owes, request payment and record it when it arrives.
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Open your payment groups
On the Admin Dashboard, select Financials → Payment Groups. Each row shows the group’s Balance Owing and Amount Paid. Choose Hide $0 Balance Owing to see only groups that still owe.
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Check the invoice
Open the club’s payment group. Under the invoice, select Update, then View Invoice Details. The invoice lists every membership in the group and what’s owed to each organization.
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Remove anything added by mistake
Only the group’s owner can do this. At the bottom of the group, search for the person and select Remove from payment group on their PTSO membership row. Their PTSO and national memberships both come off the invoice. Update the invoice again.
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Request payment
Send the club the link to their invoice and payment group, with the payment methods you accept.
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Choose what the payment covers
When the payment arrives, open the group. Filter the Transaction List if needed, then choose Include All, Include Filtered List Only or Include Selected Transactions Only, and select Update Total to be charged.
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Record the payment
Under Submit Payment, enter the payment method, the date you received it and a reference, such as the cheque number. Save the payment information. The receipt appears in the group’s Receipts section.
See what’s owed to one organization
In the group’s Transaction List, choose your organization under Financial Organization and select Filter. Choose Include Filtered List Only and select Update Total to be charged. Then select Update under the invoice, refresh the page and select View Invoice Details.
For clubs: pay online
Where the association accepts card payments, a club admin opens the payment group, checks the billing contact and address, and downloads the invoice. They choose which transactions to pay, as in step 5, then enter the card details under Submit Payment. The receipt appears in Receipts.
For how a member chooses the payment group at checkout, see Register an athlete or coach membership through a payment group.