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For Financial Admins
47 articles
Updated Financial Tools
TeamUnify Historical Data
How to Apply ACH or Credit Card Transaction Fee/Surcharge Automatically
How to Set Up Service Hours
How to Process a Full or Partial Refund
How to Add a Charge
How to Delete a Charge Item
How to Delete a Credit
How to Add Credits
How to Manage Charge Categories
How to Create a New Charge Category
How to Set Up Parent On-Demand Payments
How to Create a Due Plan
How to Create a Bill by the Hour Rate Plan
What Happens if an ACH Payment Fails?
Relationship of Billing Groups, Member Groups, Registration Groups, Locations
How to View an Account's Simulated Charges & Payments
Strong Customer Authentication [SCA]
How to View a Report of Expiring Credit Cards
How to Set Up Wise POS E Card Reader in Billing Manager
How to Set Up Verifone Card Reader in Billing Manager
How to Purchase and Set Up a Card Reader
How To Delete a Charge
How to Clone a Rate Plan
How to Select an Accounting Method
How to Set Up Billing Preferences
Payment Plans Monthly Charge Cycle Proration Methods
How to Set Up Billing Notifications
Credit Card and ACH Security
What is the SE Payments Dispute Process?
How to Verify SE Payments
How to View SE Payments Payouts
How to View SE Payments Transactions
How to View the SE Payment's Daily Payout Summary
How to Apply for SE Payments Credit Card Processing (US)
How to Change the Bank Account for Deposits
How to Reconcile Bank Deposits with SE Payments
SE Payments Payout Schedule
What is a Refund Fee?
How to Apply for SE Payments Credit Card Processing (CAN)
Why Do We Need to Provide a Social Security Number for Our Principal Shareholder?