Payment in Kind (Offline Payment Method)

Payment in Kind (Offline Payment Method)

Payment in Kind (Offline Payment Method) Payment in kind is a way of paying for something without using cash. It can be either a good or a service that is given instead of money. Glue Up allows you to enable … Read More
Invoice and payment section enhancements

Invoice and payment section enhancements

Introduction This update focuses on improving the consistency and clarity of information display for both invoices and payments. Consistency in Information Display:                                       … Read More
Custom Invoice Categories

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

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

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

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

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  

Finance – Company and Contact ID now exportable  

September 9, 2022 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 … Read More
Processing Credit Card Payments (Member Applications & Renewals)

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