Managing payments on Teamer

This article provides information on collecting payments from team members on Teamer

Contents: 

Setting up teamer payments

Creating non-event payment requests

Requesting payments from an event

Adding payers to a payment request

Remove a payer from a payment request

Track complete/incomplete payments

Manually mark a payment request as paid

Setting up teamer payments

Step-by-step guide:  

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Click 'Let's get started'

• Enter the required information

• Click 'Connect with Stripe'

• Complete the required information on Stripe

• Once completed you will come back to teamer with a confirmation.

Creating non-event payment requests 

Step-by-step guide:  

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Click 'Create payment request' 
• Enter a payment description
  • You can enter further information by clicking 'Add additional information'
• Click 'Save' 

Once you have created the payment request, you can assign members to your payment request

Requesting payments for an event 

Step-by-step guide:  

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Click 'Create payment request' 
• Click 'Link this payment request to a team' 
• Select the team and event you wish to link this payment request to
• Enter a payment description
  • You can enter further information by clicking 'Add additional information'
• Click 'Save' 

Once you have created the payment request, you can assign members to your payment request

Adding payers to a payment request 

Step-by-step guide: 

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Select the payment request you wish to add payers to 
• Click 'Add' next to the member's name you wish to add
  
  • You can also select a whole team to add, click 'Add' next to the team name 
• Click 'Send now' to send notifications to your members
  • You can schedule the notifications to your members by clicking 'Send later'  

Remove a payer from a payment request 

Step-by-step guide: 

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Select the payment request you wish to remove a payer from
• Click the 'X' button next to the member's name
  • You can remove all payers by clicking 'Remove all' 

Track completed/incomplete payments 

Step-by-step guide: 

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• You will see an overview of how many payers have or haven't paid your payment request
• Click into the payment request to see which payers have paid or not paid

Manually mark a payment request as paid

Step-by-step guide: 

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Select the payment request you wish to add a manual payment to
• Find the member you wish to mark as paid, click the 'Cog' icon
• Click 'Mark as paid'