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REAL Colorado & Groundwork: Team Manager Training Call - Shared screen with speaker view
apennick
13:40
So if we don't choose the "Allow Players to opt out of payement for this invoice", then the amount comes automatically out of the parents bank account on the due date?
Henriette Sheahan
14:41
What would be the reason they need automatic payments outside of the minimum balance? Estimate for coaches fees for travel?
kathleen steffe
14:58
Correct. Although parents have 2 options for payment. They can choose pay in Full or Pay on Schedule. Pay on Full will pay that invoice as soon as you publish. Pay on schedule will take the funds on the due date at midnight of that day.
kathleen steffe
16:05
Automatic payments would be if you want to break up some heavy travel expense. You could charge say $200 every 3 weeks so parents aren’t burdened with a $1500 bill all at once. Probably would only be used for a few teams.
Henriette Sheahan
16:13
At what point can you delete the invoice so that they don't get an email about it
kathleen steffe
18:15
As soon as you Publish and provided you have invited the parents, they will get an email. I’ll ask how much time they have if they are set up with the Pay in Full payment option. It will hit their card/ach pretty quick but not sure of the exact time frame.
kathleen steffe
24:31
parents will be charged 3.9% processing fee + $.30/transaction if the parent chooses to pay with a card- credit or debit.
Conway
25:28
What is the fee should a parent use a credit card for payment?
kathleen steffe
25:57
just posted the card fees above your question. thanks
Conway
26:09
Sorry just saw that. thanks
kathleen steffe
27:16
When parents pay their invoice, they will see the card fees next to the invoice amount- not just the % for the total $ amount that would be charged with a card.
Conway
32:05
Do we get a check book from groundwork or just a debit card?
kathleen steffe
33:24
No check books. You can create a check online- Go to Team Banking and click on BillPay. You would create a Payee-name/address, put in the amount and submit. The Payee will receive a paper check in 8-10 days.
Amber Smith
33:31
Under budget there is an option to disable sharing the budget summary with the parents and we do recommend you disable it so they don’t see the budget screen. Its not important for them to see but you can share if you would like.
Henriette Sheahan
38:56
I think you mentioned this, but payment has to be a papercheck, Cant venmo, zelle or paypal?
kathleen steffe
41:23
Correct. No PayPal, Venmo etc. As Nick mentioned though, in the near future you will be able to send money electronically via ACH to a coach or parent (or manager to be reimbursed for travel etc). This will eliminate most of the BillPays in the future.
Ken Ligrani
41:59
Have debit cards been sent out from Real yet?
Amber Smith
42:52
I will notify each treasurer as the cards come in and they will be picked up in the office.
Ken Ligrani
43:00
Thank you
Henriette Sheahan
43:37
Could he give a live example of say, parent pays for team dinner. What are your steps.
Henriette Sheahan
44:59
What if the invoice is already paid and you need to make an adjustment
Matt
46:13
Can we touch on fundraising and how to account for it before the session ends?
Henriette Sheahan
47:20
Can you refund all at once, or do you have to do it indivually. Like you said travel would be 1000 and it was 900 for everyone
Conway
47:29
Would the refund go into their bank account or credit card or will a check be send to them
kathleen steffe
48:07
BAck to the payment method they used to pay that invoice
Conway
49:37
Can you refund more than they paid. Like say someone put a tournament fee on their personal card, can I reimburse them via refund, instead of having to send a check