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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  Posted On:

  February 21, 2020

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  Product Release 01.2025

  Posted By:

  Chris Lindsey

  Posted On:

  January 20, 2025

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• 

  Managing Tax Rules, Chart of Accounts G/L and Cost Centers in Finance and Accounting Manage your Tax Rules, G/L and Cost Center associated with your products and services to be leveraged for syncing with external accounting systems.

  Posted By:

  Peoplevine Integration *

  Posted On:

  January 13, 2025

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• 

  Transaction Reporting has an Upgrade We updated the Transaction Reporting screen to provide you with the data necessary to provide a glimpse at your revenue and the necessary data to audit your financials.

  Posted By:

  Peoplevine Integration *

  Posted On:

  September 7, 2023

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• 

  You Can Set the Time to Process Authorizations When a charge is processed through your POS, the charge may be Authorized until we capture the tip or at the end of day to handle refunds or changes. In this case, you can now set the time as to when we will process your authorizations.

  Posted By:

  Peoplevine Integration *

  Posted On:

  August 28, 2023

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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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  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:

  Peoplevine Integration *

  Posted On:

  December 8, 2021

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