Finance | Glue Up Helpdesk

Paygage Reporting

Overview Organizations that have integrated Paygage as their payment gateway on Glue Up can now see detailed reports on the payments and payouts directly through the platform. This update makes the process of tracking payments and charged fees a … Read More

CC List for Invoices

We are excited to announce a new feature in our Finance module: the ability to cc multiple people on an issued invoice. This new feature allows you to include additional recipients on an invoice, ensuring that all relevant parties are … Read More

Custom Invoice Categories

In order to support more detailed invoice classifications, the Glue Up platform now allows admin users to create Custom Invoice Categories. This enables our customers to organize invoices more easily for taxation purposes. In the Invoices & Billing section of … Read More

Additional conditions on advanced filters

Introduction This feature’s primary goal is to make advanced filtering capabilities more robust and adaptable to diverse business scenarios. Users can now apply additional conditions, specifically “is not equal to,” to create more refined and powerful filters in CRM, … Read More

Online Payment FAQs

Q&A Online Payment Q: How will members pay? A: Members can pay the membership fee by offline and online. Membership payments are automatically tracked and recorded in the Membership module. Invoices and receipts can also be easily generated for all … Read More

Tracking profit & loss for all events

Introduction Event profit & loss information can be tracked for all events hosted with the Glue Up platform. This can be found under the Finance module in the Event Profit and Loss subsection. Revenues for event registrations and sponsorships are … Read More

How to set up Proforma Invoices

Overview This new feature in the Finance Module provides you with the ability to send Proforma invoices to your clients. Here are a few easy steps on how to use this feature: Setting up the Proforma Invoice Feature Click on … Read More

Finance – Company and Contact ID now exportable

It is now possible to select Company ID# and/or Contact ID# when exporting payment data from the Finance module. Previously you could filter by these fields when conducting a search, but were not able to export these fields. Simply select … Read More

Processing Credit Card Payments (Member Applications & Renewals)

Go to the Workflow Manager section of the Membership Module Within the Workflow Manager go to either Applications or Renewals. Once in the Applications (or Renewals) section you will see those applications/renewals that are Awaiting Payment Select the application … Read More

Finance Module Guide