Featured Articles

• Peoplevine For Your Accounting Team - Learn the Tools, Predict Your Revenue and Follow Your Cash This article highlights the latest components available to your accounting team to understand how they can find transactions, research transactions, review accounts receivables and more.

  Posted By:

  Jordan Gilman

  Posted On:

  March 19, 2021

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• Enable House Account for Your Members to Charge to their House Account On their CRM profile, you can enable the ability to checkout online by charging it to their house account.

  Posted By:

  Jordan Gilman

  Posted On:

  May 28, 2020

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• Improvements Made Throughout February 2020 We made some improvements throughout the platform in the month of February. Check out a few in the article or check out the platform to see what's popped up.

  Posted By:

  Jordan Gilman

  Posted On:

  February 21, 2020

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  Change the Currency you charge in for GoCardless and Stripe You can now charge people in their local currency by using our "switch currency" option when charging a transaction or subscription (for recurring billing).

  Posted By:

  Jordan Gilman

  Posted On:

  February 23, 2023

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• 

  Connect Your Stripe Account to Peoplevine Follow the new flow to setup your Stripe connection using our v2 rails.

  Posted By:

  Jordan Gilman

  Posted On:

  August 2, 2022

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• 

  Updated GoCardless Flow and Connection Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

  Posted By:

  Jordan Gilman

  Posted On:

  June 9, 2022

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• 

  Managing Transactions that are Held for Review (Authorize.Net + GoCardless When leveraging our integration with Authorize.net or GoCardless, you may notice some payments were saying processed, although they may not have been. This article surfaces a new feature to display when transactions are in processor review.

  Posted By:

  Jordan Gilman

  Posted On:

  January 25, 2022

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• 

  Setup Split Payments with Authorize.net We enabled the ability to split payments with Authorize.net whereas part of the transaction can go through the main processor and the rest through a secondary processor.

  Posted By:

  Jordan Gilman

  Posted On:

  December 16, 2021

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• 

  Add your Registration Number and VAT number to Invoices and Receipts We upgraded our order receipt and transaction receipt PDFs to include an additional line that can be used for VAT purposes. We also replaced Tax with VAT for companies using GBP as the currency code.

  Posted By:

  Jordan Gilman

  Posted On:

  December 8, 2021

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• 

  Splitting Checks and Payments with Micros Simphony and Peoplevine Memberships Learn how to split checks amongst multiple members and/or guests and allow for multiple different payment types.

  Posted By:

  Jordan Gilman

  Posted On:

  October 20, 2021

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• 

  Stripe V2 Integration Supports Native Tokenization and 3D Secure Payments With our latest release of our Stripe integration, we are introducing our v2 that provides Stripe native tokenization along with support for 3D secure on the first payment capture.

  Posted By:

  Jordan Gilman

  Posted On:

  October 19, 2021

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• 

  Renew Someone's Failed Subscriptions (with add-ons) in One Charge After it Fails Some of you know the painpoint of renewing someone's subscription that recently failed and they have multiple items on their subscription. This article explains about a new feature that allows you to charge those in one lump sum.

  Posted By:

  Jordan Gilman

  Posted On:

  September 23, 2021

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• Get an Alert When Members Pay their Invoices Of course you can monitor your A/R on a daily basis, but that's tedious and sometimes disappointing. With our latest alert, you can get notified when someone pays an invoice.

  Posted By:

  Jordan Gilman

  Posted On:

  August 24, 2021

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