For Financial Admins

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71 articles in this collection
Written by Grace B., Julia S., and Julia C.
Organizational Billing

How to Add a Charge Item

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Written by Grace B.
Updated over a week ago

How to Delete a Charge Item

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Written by Grace B.
Updated over a week ago

How to Issue a Credit

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Written by Grace B.
Updated over a week ago

How to Delete a Credit

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Written by Grace B.
Updated over a week ago

How to Add Credits in Bulk/Individually

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Written by Grace B.
Updated over a week ago

How to Post A Charge to Multiple Accounts at Once

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Written by Grace B.
Updated over a week ago

How to Manage Charge Categories

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Written by Grace B.
Updated over a week ago

How to Create a New Charge Category

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Written by Grace B.
Updated over a week ago

How to Set Up Parent On-Demand Payments

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Written by Grace B.
Updated over a week ago

How to Create a Due Plan

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Written by Grace B.
Updated over a week ago

How to Create a Bill by the Hour Rate Plan

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Written by Grace B.
Updated over a week ago

What Happens if an ACH Payment Fails?

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Written by Grace B.
Updated over a week ago

What is a Charge Category?

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Written by Grace B.
Updated over a week ago

Financial Management Guide

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Written by Grace B.
Updated over a week ago

Relationship of Billing Groups, Member Groups, Registration Groups, Locations

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Written by Grace B.
Updated over a week ago

How to View an Account's Simulated Charges & Payments

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Written by Grace B.
Updated over a week ago

Billing Overview

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Written by Julia C.
Updated over a week ago

Strong Customer Authentication [SCA]

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Written by Julia S.
Updated over a week ago

How to View a Report of Expiring Credit Cards

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Written by Grace B.
Updated over a week ago

How to Set Up Wise POS E Card Reader in Billing Manager

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Written by Grace B.
Updated over a week ago

How to Set Up Verifone Card Reader in Billing Manager

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Written by Grace B.
Updated over a week ago

How to Purchase and Set Up a Card Reader

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Written by Grace B.
Updated over a week ago

How to Process a Full or Partial Refund

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Written by Grace B.
Updated over a week ago

How To Delete a Charge

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Written by Grace B.
Updated over a week ago

How to Clone a Rate Plan

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Written by Julia C.
Updated over a week ago

How to Select an Accounting Method

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Written by Julia C.
Updated over a week ago

How to Set Up Billing Preferences

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Written by Grace B.
Updated over a week ago

Payment Plans - FAQ

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Written by Grace B.
Updated over a week ago

Payment Plans Monthly Charge Cycle Proration Methods

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Written by Grace B.
Updated over a week ago