Accounting and Finance | Glue Up Helpdesk

Voiding Invoices

Voiding Invoices You may want to void an invoice if you’ve created a duplicate invoice or made an error on a current invoice. Only unpaid invoices can be voided. Follow the procedure below to void an invoice: Voiding an invoice … Read More

Finance Module – Introduction

Adding and editing your organization’s billing and tax information

Adding and editing your organization’s billing and tax information One of the first steps of setting up your account on Glue Up is entering your billing and tax information. Doing so will help your organization standardize and automate the application … Read More

Granting Complimentary Event Tickets

Granting Complimentary Event Tickets Some organizations provide event tickets to select attendees free of charge (e.g., VIP guests, event sponsors), aka comping their tickets. Follow the steps below to learn how you can do so on Glue Up. Comping an … Read More

Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings Configuring your organization’s invoice and receipt settings is an important component of using the platform’s Finance Module. To make changes to your invoice and receipt settings, click the double-gear icon located in the platform’s … Read More

Voiding payments

Voiding Payments You may want to void a payment if you need to provide a refund while maintaining a clean financial record system. Follow the procedure below to void a payment: Voiding a payment Go to the Payments section in … Read More

Set up your Finance Settings & Add Billing Info

The settings apply to Event Registration, Membership Application & Renewal, Membership Extra member purchase request. Account Billing Information You can now configure the recipient billing information to be collected during registration, saved in the CRM, and displayed on invoices for … Read More

Managing invoices

Managing invoices Invoices can be generated for payments processed with the Glue Up platform. All required fields in the Finance Settings section must be completed before invoices can be generated. Only team members who have access to the Finance module … Read More

Managing payments

Managing payments All payments can be tracked for any completed transaction processed with the Glue Up platform. Receipts are automatically generated after each payment and you can choose to deliver a receipt automatically after a purchase. Only team members that … Read More

Tracking and exporting fapiao for events

Tracking and exporting fapiaos for events (Event Module) A fapiao is legal receipt that serves as proof of purchase for a good or service. The fapiao invoice system is an important part of tax law in China. All customers located … Read More