Finance | Glue Up Helpdesk

How to Sync Stripe Fees with Xero

How to Sync Stripe Fees with Xero If your organization is Stripe enabled and Xero integrated on the Glue Up platform, you can sync your Stripe fees with Xero for better accounting and reporting. Here are the steps to … 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

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

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

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

Finance Module Guide

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

Setting up and Managing Tax

You can configure your Tax Settings in the Invoices & Billings section of the Other Settings. Here you can click the Add Tax button to add a tax that is relevant to your organization. … Read More