Payments & Financials

Guides for payments and financial tools — coupon codes, refunds, payment groups, cart payments, GL code/revenue account assignment, installment payments, orders, and subscriptions.

17 articles

Financials menu

Add a financial controller or administrator

How processing fees are calculated

Set up taxes and processing fees on an Event Dashboard

Set up and charge an administrative fee

Manage GL codes (revenue accounts)

Create a coupon code

Offer monthly payment plans (instalments)

Manage payment groups as an association admin

Issue a refund

What happens when you refund an order

Record offline payments

Manage member subscriptions

Find, resend or download an order receipt or invoice

Update the purchaser's name on an annual tax receipt

Download your Stripe financial report

Fix duplicate registrations caused by recurring billing

Merchant accounts

Fundraisers