Payments & Financials – Uplifter Inc.

29 Articles

Issue a refund

Set up a Paysafe merchant account

Change a registration category on a billing plan or subscription

Download an order invoice

Download donor and fundraiser reports

Cancel a monthly or multi-payment registration

Remove a membership from a payment group

Resend an order receipt by email

Fix duplicate registrations caused by recurring billing

Manage Paysafe chargebacks

Payment by installment for clubs

Manage member subscriptions

How processing fees are calculated

Manage GL codes (revenue accounts) on registration categories or products

Manage admin fees and GL codes

Change your Paysafe payout frequency

Set up your Stripe merchant account

Set up and use organizer administration fees

Submit or validate a payment from a payment group

Record offline payments

Payment groups explained

Manage GL codes

View outstanding fees owed in a payment group

Record offline payments received for payment groups

Update the purchaser's name on an annual tax receipt

Manage payment groups as an association admin

Add admins, financial controllers, and process-level permissions

View a transaction receipt from the financial dashboard

Download your Stripe financial report