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.

34 articles

Payment processors and merchant accounts

How processing fees are calculated

What to prepare for a Paysafe merchant account application

Documents Paysafe asks Canadian merchants for

What happens after you submit a Paysafe application

Change your Paysafe payout frequency

Set up your Stripe merchant account

Add a financial controller or administrator

Set up and use organizer administration fees

Manage admin fees and GL codes

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

Create a coupon code

Payment by installment for clubs

Payment groups explained

Manage payment groups as an association admin

Submit or validate a payment from a payment group

Record offline payments received for payment groups

View outstanding fees owed in a payment group

Remove a membership from a payment group

Issue a refund

Record offline payments

Manage member subscriptions

Change a registration category on a billing plan or subscription

Cancel a monthly or multi-payment registration

Resend an order receipt by email

Download an order invoice

Update the purchaser's name on an annual tax receipt

Download your Stripe financial report

View a transaction receipt from the financial dashboard

Download donor and fundraiser reports