Social Planet

1. Go to Main Menu then select Payments and click on Invoicing then select the Aged ...

As an activity provider you may want to offer payment plans to clients. This allows them to pay in series of invoiced instalments. For example, a payment pl...

For reconciliation purposes we’ve created a ledger system so you easily track all the invoices, payments, and credits assigned to clients.  1. Go to the...

Wanting to know the balance of your Pin Payments account?  The amount of funds you’ve generated from online credit card sales. This information is useful if...

This problem occurs with booking for classes / events where the booking process type is Booking After Confirmation. Where a staff member must manually charg...

A client has multiple invoices for different activity costs and you want to merge these costs into the one invoice. Then do the following: 1. Go to Main...

You can create a reconciliation report with Social Planet based on a specific time period including the ability for it to be downloaded as a CSV file.&n...

You can check the amount of credit owing to customers by clicking on Client Funds and downloading a CSV file. 1. Go  to Main Menu select on Payments cli...

 View the total payments my Centre or Neighbourhood House has received for each activity/class over a specific term period.  1. Go to Main Menu select A...

If a person has paid using our Credit Card payment gateway.  1. Go to Main Menu select Payments then Invoices click on Paid tab.  2. Use Search to f...