See Your Account Receivables and Auto Charge Monthly

Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're paid every month.


Whether you're using the "House Account" option on the POS or invoicing your members for event tickets, services, etc., you have been accumulating quite a bit of Account Receivables that were only visible on a person by person basis or a list of all invoiced transactions.  With the latest updates you can now see your running tab in real-time and ensure they're closed out to their payment on file each month.

Viewing Your Account Receivables

You can view your account receivables under its quick link under Sell > Transactions.  

You can also find this report within the Reporting Dashboard.

or by going to https://control.peoplevine.com/reporting/receivables.


Make Sure They're Closed Out Monthly

You can enable the auto sweep, designed to automatically close out the open invoices on the 5th of each month.  It will accumulate all open invoices and charge it to any payment method on file.  

You can enable this feature in the platform settings.

We will process all open invoices into a single charge, mark all invoices as paid and then notify your customer with a link to view thier payment.

Handling Exceptions

When the monthly job runs, the payments will show up in the "View Transactions" section and flagged as status "payment".  This will signify that a payment was made, however the original transactions (that were invoiced) will now reflect as processed and add to your overall totals.  The payment is merely for reference and/or refunds. 

If their end of month payment fails, you can view this by going to the CRM and viewing all notes.  Then search by Note Type: Billing Related to get a list of people who failed.

If you would like to reprocess these charges, view their CRM profile, click on view their transactions and filter by Invoices only. 

When doing this, you will now see a button to process all payments.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Mid January Updates - Media Gets an Update

See what was added in mid January to help you do more with PeopleVine

Posted January 10, 2020

Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.

Posted January 7, 2020

See What was Added the Last Few Weeks of 2019

We added over 2,500 new features, fixes and improvements in 2019, can't wait to see what we do in 2020. Here are some of the things we added in the last few weeks of the year.

Posted December 31, 2019

How Does PeopleVine Integrate with and Leverage Social Networks

We currently integrate with Facebook, Twitter, Instagram and LinkedIn for specific functionality. Read the article to learn more on how you can leverage these capabilities.

Posted December 29, 2019

Check out What Changed Towards End of December

We made some updates just before the new year, see what we changed.

Posted December 26, 2019

Mid-December Platform Update

For smaller updates, we are including a brief overview of the addition to the platform.

Posted December 19, 2019

Leverage an Existing Newsletter to Create a Reusable Snippet to Use in Future E-mails

You can take an existing newsletter, copy and paste the source and use this to create a new t

Posted December 18, 2019

Recent Updates to the Platform

See some of the recent updates made to the platform.

Posted December 13, 2019

See Your Account Receivables and Auto Charge Monthly

Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're paid every month.

Posted December 3, 2019

Looking to Hide Items on PDF Receipts and Online Reciepts

Learn how to hide certain products from showing up in the customer's view.

Posted December 2, 2019

Using the House Account Payment Option at the POS

See how to use the House Account payment option in your POS that is connected to PeopleVine.

Posted November 25, 2019

Add Venue Locations to Your Event Setup

You can customize the list of locations where you host your events by following these steps. You can use it to provide locations that are within your space or remote locations.

Posted November 19, 2019

Need to Resend an E-mail/Newsletter to Someone Individually? And even include cc.

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.

Posted November 15, 2019

How to Setup a Portal to Allow Your Partners/Operators to Redeem Gift Cards

See how to setup a portal designed for your partners to redeem rewards/gift cards.

Posted November 14, 2019

Integrating and Configuring your Aireus POS with PeopleVine

This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.

Posted November 13, 2019

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies