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.

26 articles

Financials menu

Fundraisers menu

Issue a refund

What happens when you refund an order

Add a financial controller or administrator

Payment processors and merchant accounts

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

How processing fees are calculated

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

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

Download donor and fundraiser reports

Manage Paysafe chargebacks

Fix duplicate registrations caused by recurring billing

Set up a Paysafe merchant account