Financial tools management

30 Articles

Add new admins or financial controllers to your organization account

Admin fees & GL codes management

Admin transactions management (How to register someone on their behalf)

Annual Custom Tax Receipt for club activities: How to update the purchaser's name?

Assigning Revenue Accounts (GL codes) to Products or Services

Cancellation and refund process for multi-organizations orders (club + PTSO + NSO)

Clubs: Managing membership fees collected/covered by your club (Offline Payments & Payment Groups)

Create a Paysafe Account

How to complete/record offline payments received for payment groups?

How to create a coupon code?

How to Download an Order Invoice?

How to issue a refund?

How to manage GL codes?

How to manage your members' subscriptions?

How to manage/record offline payments

How to reconcile my WePay payout with the list of transactions?

How to see outstanding membership fees my organization is owed in a Payment Group

How to set up my Stripe account

How to set up my WePay account?

How to Setup and Use Organizer Administration Fees?

How to submit or validate a payment from a payment group?

How to track refunds that have been processed

How to view a transaction receipt from my financial accounts dashboard?

Managing Payment Groups (as the provincial organization in charge of collecting the fees)

Payment by installment for clubs

PaySafe - Chargeback Management

Paysafe - How to update the payouts/deposits frequency

Processing fee calculation explanation

Stripe fees - How to download financial report

Switching over from WePay to PaySafe FAQs