For Financial Admins

How to Add a Charge Item

Written by Grace B.
Updated over a week ago

How to Delete a Charge Item

Written by Grace B.
Updated over a week ago

How to Issue a Credit

Written by Grace B.
Updated over a week ago

How to Delete a Credit

Written by Grace B.
Updated over a week ago

How to Add Credits in Bulk/Individually

Written by Grace B.
Updated over a week ago

How to Post A Charge to Multiple Accounts at Once

Written by Grace B.
Updated over a week ago

How to Manage Charge Categories

Written by Grace B.
Updated over a week ago

How to Create a New Charge Category

Written by Grace B.
Updated over a week ago

How to Set Up Parent On-Demand Payments

Written by Grace B.
Updated over a week ago

How to Create a Due Plan

Written by Grace B.
Updated over a week ago

How to Create a Bill by the Hour Rate Plan

Written by Grace B.
Updated over a week ago

What Happens if an ACH Payment Fails?

Written by Grace B.
Updated over a week ago

What is a Charge Category?

Written by Grace B.
Updated over a week ago

Financial Management Guide

Written by Grace B.
Updated over a week ago

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

Written by Grace B.
Updated over a week ago

How to View an Account's Simulated Charges & Payments

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]

Written by Julia S.
Updated over a week ago

How to View a Report of Expiring Credit Cards

Written by Grace B.
Updated over a week ago

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

Written by Grace B.
Updated over a week ago

How to Set Up Verifone Card Reader in Billing Manager

Written by Grace B.
Updated over a week ago

How to Purchase and Set Up a Card Reader

Written by Grace B.
Updated over a week ago

How to Process a Full or Partial Refund

Written by Grace B.
Updated over a week ago

How To Delete a Charge

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

Written by Grace B.
Updated over a week ago

Payment Plans - FAQ

Written by Grace B.
Updated over a week ago

Payment Plans Monthly Charge Cycle Proration Methods

Written by Grace B.
Updated over a week ago

SE Payments Verification

Written by Grace B.
Updated over a week ago

How to View SE Payments Payouts

Written by Grace B.
Updated over a week ago

How to View SE Payments Transactions

Written by Grace B.
Updated over a week ago

How to View the SE Payment's Daily Payout Summary

Written by Grace B.
Updated over a week ago

How to Apply for SE Payments Credit Card Processing

Written by Grace B.
Updated over a week ago

How to Change the Bank Account for Deposits

Written by Grace B.
Updated over a week ago

How to Reconcile Bank Deposits with SE Payments

Written by Grace B.
Updated over a week ago

SE Payments Payout Schedule

Written by Julia S.
Updated over a week ago

Credit Card and ACH Security

Written by Grace B.
Updated over a week ago

What is a Refund Fee?

Written by Julia S.
Updated over a week ago

Reconciling SE Payments

Written by Julia S.
Updated over a week ago

What is the SE Payments Dispute Process?

Written by Grace B.
Updated over a week ago

Team Billing: ACH Status Report

Written by Grace B.
Updated over a week ago

Billing: Invoice and charge meet fees

Written by Julia S.
Updated over a week ago

Refund a Credit Balance by Check

Written by Julia S.
Updated over a week ago

Team Billing: Inc & Pay Sum Report

Written by Grace B.
Updated over a week ago

Team Billing: Financial Reports Directory

Written by Grace B.
Updated over a week ago

Team Billing: ACH and Credit Card Failure

Written by Grace B.
Updated over a week ago

Team Billing: Invoices & Payments Overview

Written by Grace B.
Updated over a week ago

Billing: Cancel/undo/reverse meet fees

Written by Julia S.
Updated over a week ago

Billing: Delete a meet fees batch

Written by Julia S.
Updated over a week ago

Team Billing: Income Transaction Report

Written by Grace B.
Updated over a week ago

Team Billing: Invoice Report

Written by Grace B.
Updated over a week ago

Team Billing: Payment Summary Report

Written by Grace B.
Updated over a week ago

Team Billing: Chart of Accounts Summary

Written by Grace B.
Updated over a week ago

Team Billing: How to Create/Manage Individual Recurring Account Charges

Written by Grace B.
Updated over a week ago

Refund Past Credit Card Charges

Written by Julia S.
Updated over a week ago

Invoices & Payments: Credit Memo vs. Credit Refund

Written by Grace B.
Updated over a week ago

Invoices & Payments - Refund a Credit Balance When Refunding by Check

Written by Grace B.
Updated over a week ago

Invoices & Payments: Billing Simulation Report

Written by Grace B.
Updated over a week ago

Invoices & Payments: How to Add or Create a New Invoice Item

Written by Grace B.
Updated over a week ago

Billing: QuickBooks TeamUnify Integration Guide

Written by Julia S.
Updated over a week ago

I received a line number error in QuickBooks. How can I see what the error refers to?

Written by Julia S.
Updated over a week ago

QuickBooks Error - you cannot have multiple AP or AR accounts (error varies)

Written by Julia S.
Updated over a week ago

Quickbooks - Why is my Transferred Amount Negative?

Written by Julia S.
Updated over a week ago

QuickBooks: Will customer (account) data be loaded from the IIF file?

Written by Julia S.
Updated over a week ago

QuickBooks IIF import error - Can’t record a negative payment

Written by Julia S.
Updated over a week ago

When does the QuickBooks IIF file generate?

Written by Julia S.
Updated over a week ago

View contents of a QuickBooks IIF file

Written by Julia S.
Updated over a week ago

QuickBooks CoA shows $0 or negative amount after IIF import and Account Type set to Bank

Written by Julia S.
Updated over a week ago

QuickBooks error line 6

Written by Julia S.
Updated over a week ago

Alternatives to view IIF files

Written by Julia S.
Updated over a week ago