Finance

Creating ticket packages, prices and adding GST to activities and classes
Ticket packages  When Social Planet first creates an Activity, the system creates a 1 session package as a default. If your activity is for a one off event...
Tue, 9 Jul, 2024 at 5:08 PM
Using invoice as a payment method
Invoice can be used to cover all client activity bookings and payments.  Invoice can be a payment option directly or it can be used indirectly ...
Mon, 23 Aug, 2021 at 4:36 PM
Clients paying by credit card when booking online
When promoting your activity online, you need to determine how you want people to pay by credit card. With Social Planet you have two options:  1. Simpl...
Wed, 23 Jun, 2021 at 12:07 PM
Paying for an activity with cash
When a client contacts you over the phone or in person and wants to pay using cash.   Go back to Main Menu, select Clients then Client List type in th...
Tue, 28 Feb, 2023 at 1:03 PM
Issuing a client with credit
Issue credit to reimburse a client if you have had to cancel an activity session. There are two options.  Option A Go to Main Menu, select Payment...
Tue, 28 Sep, 2021 at 9:42 PM
Setting up global tickets for uniform pricing
As a Community Centre you may find that your ticket prices are standardised. Tickets don’t change from activity to activity. To accommodate this need, we’ve...
Sun, 1 Aug, 2021 at 3:30 PM
Completing a funds transfer from Social Planet to your Bank Account
For financial security, the owner of the account must be the approver of the online payment fund transfers between our Pin Payments Account and your bank ac...
Fri, 25 Oct, 2024 at 9:00 AM
How to Solve “At Least One Package Set to Enabled and Visible to the Public” Publishing Issue
An activity must have at least one ticket package set to “Is Enabled” and “Visible to the Public” to be published.  In the Publishing tab, an “Issues D...
Sun, 5 Mar, 2023 at 3:13 AM
Adding GST to activity tickets
Social Planet acts as an agent for all your bookings. As the provider you will need to determine if GST should be charged on your activity tickets.   For ...
Tue, 15 Jun, 2021 at 9:35 AM
Backend booking with a credit card payment
When a client contacts you over the phone or in person and wants to pay using a credit card. When the Activity Process Type - Simple Booking the card is cha...
Tue, 28 Feb, 2023 at 12:40 PM