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.

30 Articles

Set up a Paysafe merchant account

Change registration category of a billing plan / subscription

How to Download an Order Invoice?

Donation campaign - How to download donor and fundraiser reports

Club/Event - How to cancel a monthly/multi payment or registration?

Clubs - How to remove a membership from a payment group?

How to resend an order receipt to the purchaser by email?

Managing duplicate registrations due to recurring billing (Event/Club)

Manage Paysafe chargebacks

Payment by installment for clubs

How to manage your members' subscriptions?

Processing fee calculation explanation

Assigning Revenue Accounts (GL codes) to Products or Services

Admin fees & GL codes management

How to track refunds that have been processed

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

Change your Paysafe payout frequency

How to set up my Stripe account

How to Setup and Use Organizer Administration Fees?

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

How to manage/record offline payments

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

How to manage GL codes?

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

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

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

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

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

Add Admins, Financial Controllers & Process-Level Permissions

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