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For Financial Admins
J
71 articles in this collection
Written by
Grace B.,
Julia S.,
and
Julia C.
Organizational Billing
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
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
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
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
Quickbooks
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