Processing Group Payments via Web

Holly Finneran

Hi,

As we all know we can process payments through Group Sales, but our Group Scheduler doesn't always have the time to take payments over the phone. Has anyone used a way to send invoices and collect web payments from groups?

Tami Goertzen

I'm interested in this too.

Margaret Matteson

As you probably know, Group Sales cannot accept online payments. There's not really any way to do this unless you get creative and use Altru in a way it's not intended to be used. You can set up a fundraising designation for Group Sales revenue and direct people to a webform, but they'll have to know the amount and the revenue won't be linked to the tour.

Margaret Matteson

There's an idea in the Idea Bank about this:

Holly Finneran

Thanks Margaret! This isn't a bad idea, I will have to discuss with our finance team if this is something that would work with them. We thought about trying something like PayPal invoice but our auditors prefer we don't.

Christina Beargie

We use a custom payment method that is only available in group sales that is labeled “to be invoiced”, and we have that revenue go to a “holding” line in our GL, and then our finance department creates an actual invoice in Financial Edge, and when the payment come sin, they move the revenue from the holding line to our realized revenue line for group admissions/programs. It does take some manual work but it works well for us.

Mary Sommer

@Margaret Matteson
We would love to be able to send an invoice/payment link to groups!