sport ngin powerpay q and a

8/17/2019 Sport Ngin PowerPay Q and A

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Monday, May 9, 2016 Page of1 21


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Creating Bills 5

Can I apply a discount to an invoice? 5

Can I send bills to people outside my club? 5

Can I add an attachment to a bill? 5

When creating a bill, can I vary the number of line items within the billing batch? 5

Can the bill be sent to multiple email addresses for the same account? 5

Can I create a bill with a due date of today but not actually process the transaction until a future date?

5

Paying Bills 6

Can a parent forward the email bill to someone else and have them pay it? 6

Can I take cash and checks? 6

Do you support ACH payments? 6

Can I pay a bill via a swipe machine? 6

If taking an offline payment via check, can I require that a check # is entered? 6

Do I have to create an account before I can pay a bill? 6

Will admins have the ability to take a cc payment over the phone? 6

When a credit card is declined, what kind of notification is given to the parent? 6

Are any actions automatically taken once a bill is past due? 6

Reminders 7

Can I create a list of people with outstanding balances and send them a reminder? 7

If I send out reminders to a group and some of the members of that group have paid in full what

happens? 7

Bank Accounts 8

Can I have multiple bank accounts associated with PowerPay? 8

If I have a team that has their own bank account, can I link that to PowerPay 8

Gateways 9

What processing gateways can I use with Sport Ngin PowerPay? 9

I use another gateway for registration, does that mean I can’t use PowerPay 9

Fees 10

Can a penalty be added to a bill once it is past due? 10

Will the processing rate for PowerPay match their registration processing rate? 10

Can I pass on the processing fee to my parent/athlete? 10

What is the cost for me to activate PowerPay? 10

Do you support late fees for parents? 10

I have questions about my rate and if using PowerPay will aff ect that. To whom can I speak? 10



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If I use PowerPay to create bills, but collect the funds offline, are there any fees? 10

Credits & Refunds 11

Can I add a reason code to a credit and then filter by those reason codes? 11

Are accounts allowed to have a credit balance that can be used in the future? 11

Am I able to issue a refund for a processed payment? 11

Permissions 12

How are permissions managed in PowerPay? 12

Can permissions be granted at the team level? For example, each team has a treasurer that takes

care of their own fee. Do these treasurers have access to the entire association? 12

Security 13

Where is credit card information stored? 13

Are you PCI Level 1 compliant? 13

Accounts 14Is there anywhere I will be able to see the total amount owed (registration & PowerPay)? 14

Can I edit contacts? 14

Can we post payments to the account? 14

Is there an import function to create contacts to add many at once? 14

Reporting & Accounting Package Integration 15

Can the columns in the contacts section be customized? For example, could I add the account’s

outstanding balance? 15

Can I import balances into PowerPay? 15

Can I export transactions from PowerPay? 15

For exported transactions, can I see line item detail or is it just bill level? 15

Will we be able to upload customers from an Excel list? 15

Is there an integration with Quickbooks? 15

What reports will be available on June 1st? 15

Is there a function to filter failed payments and chargebacks? 15

Can I see all of the outstanding balances for a group? Say for example an entire team? 16

Registration vs Sport Ngin PowerPay 17

Does PowerPay replace registration? 17

Do transactions in PowerPay aff ect balances in registration? 17

Can I use PowerPay as an option in a registration session instead of a payment plan 17

Are there some features that are only available in PowerPay and not registration? In registration but

not in PowerPay? 17

Are contacts from registration available in PowerPay? 17



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Can we do recurring payments through PowerPay? 17

Does registration data transfer over to PowerPay? 17

Would payment plans signed up for on registrations transfer over to this? 18

Now that PowerPay allows us to view the details of a daily batch, is there a plan to add similar

functionality to registration? 18

I have payments plans in flight right now, can I transfer those over to PowerPay. 18

Groups 19

Do I manually have to create groups for teams? 19

Can you use a past registration as a group? 19

Do I have to use smart groups or can manually create a group and add members to it for billing

purposes? 19

Misc 20

Is PowerPay available within the Sport Ngin Mobile app? 20

What day will PowerPay be available to me? 20

Will PowerPay be available outside of the US? 20

How do I access PowerPay? 20

Who do I contact for additional questions? 20

How does PowerPay integrate with Dibs? 20

Can PowerPay be used to send a bill to a sponsor? 20

Can PowerPay be used if I am only a registration customer? Sitebuilder customer? Tournament

customer? 20

Can I customize the look of the bill? 21



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Creating Bills

Can I apply a discount to an invoice?You cannot add a line item to a bill which is a discount amount. You could create a credit on a billafter it has been generated.

Can I send bills to people outside my club?Yes, you can bill anyone inside or outside your org. For those individuals outside your org you’ll just need their name and email address.

Can I add an attachment to a bill?On June 1st, you will be able to add information within the notes which will be shared with thepayer. However, a physical document cannot be attached to the emailed bill. We are investigatingthe feasibility of adding this feature.

When creating a bill, can I vary the number of line items within

the billing batch?No. All bills within a billing batch have the same number of line items.

Can the bill be sent to multiple email addresses for the same

account?Bills will be sent to the primary email address for the account holder. However, the accountholder could forward that bill on to someone else to pay the full amount or a remainder if partial

payments are allowed.

Can I create a bill with a due date of today but not actually

process the transaction until a future date?On June 1, this type of functionality will not be available, but we are looking at use cases likethese to consider new functionality.



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Paying Bills

Can a parent forward the email bill to someone else and have

them pay it?Yes. A bill can be paid by anyone who has the bill email.

Can I take cash and checks?Cash and checks can be accepted via an offline payment.

Do you support ACH payments?Yes. ACH payments are accepted as well as Visa and MasterCard.

Can I pay a bill via a swipe machine?At this time there is not an integration to a pos device or swipe machine.

If taking an offline payment via check, can I require that a

check # is entered?You can enter a check # in the notes field for every offline payment received. You can't requirecertain data be included though.

Do I have to create an account before I can pay a bill?No. You are not required to create an account. However, there are benefits to creating an

account such as seeing a history of your payments. If you create a bill at a later date, thatinformation will be available is it is tied to a single email address

Will admins have the ability to take a cc payment over the

phone?This functionality won’t be there on June 1st, but we are looking to add this feature soon.

When a credit card is declined, what kind of notification is

given to the parent?

A parent is informed immediately when their credit card is declined.

Are any actions automatically taken once a bill is past due?PowerPay was not designed to be a collection tool. However, since you can view bills by pastdue dates and then take actions on those individuals you can create whatever type oforganization policies to enforce payment such as suspending a player from playing further ormaking them ineligible for tournaments or traveling.



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Reminders

Can I create a list of people with outstanding balances and

send them a reminder?Yes. You can filter open bills and send out reminder notices to that group of people

If I send out reminders to a group and some of the members

of that group have paid in full what happens?Instead of getting a reminder with a balance due, they get the equivalent of a receipt.



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Bank Accounts

Can I have multiple bank accounts associated with PowerPay?On June 1, only one bank account will be able to be associated with PowerPay.

If I have a team that has their own bank account, can I link that

to PowerPayWe built the first release of PowerPay to solve organizational level needs. As such, only a singlebank account at the organization is allowed. We do know that some organization’s team havetheir own bank accounts and we are looking at how to accommodate this scenario.



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Gateways

What processing gateways can I use with Sport Ngin

PowerPay?Because of the tight integration with our platform and that most of our customers use the SportNgin processing gateway, it is currently limited to that. We are looking at other options in thefuture.

I use another gateway for registration, does that mean I can’t

use PowerPayNo. You will still be able to use PowerPay if you accept the terms of service and agree to use theSport Ngin gateway for PowerPay. You can continue to use your 3rd party gateway forregistration.



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Fees

Can a penalty be added to a bill once it is past due?Today there isn’t a way to automatically add late fees. However, you could send a second bill forthe penalty amount that you choose.

Will the processing rate for PowerPay match their registration

processing rate?Yes. We believe in simplicity. Your processing rate and tech fee for registration and PowerPay arethe same. No need to wonder what you will be charged for which type of transaction. It’s all thesame.

Can I pass on the processing fee to my parent/athlete?

Not exactly. Processing fees are always paid by the organization. However, an organization couldcreate a line item on the bill which is associated to a fee. We are looking to add the ability topass fees onto parents later in 2016. This fee would then show as a line item on the bill.

What is the cost for me to activate PowerPay?Nothing! PowerPay is included for all customers using the Sport Ngin Platform.

Do you support late fees for parents?Today, there isn’t a way to automatically add a late fee. However, you could create a second billfor just the fee.

I have questions about my rate and if using PowerPay will

affect that. To whom can I speak?Your account manager can help you with any questions around processing rates.

If I use PowerPay to create bills, but collect the funds offline,

are there any fees?No. You only are charge a fee when a credit card or ACH payment is processed.



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Credits & Refunds

Can I add a reason code to a credit and then filter by those

reason codes?Currently, you can add a note to a credit but there isn’t a specific reason code field nor can youfilter the data by the notes.

Are accounts allowed to have a credit balance that can be

used in the future?No, each bill can have credits applied that take the balance to $0 but not below.

Am I able to issue a refund for a processed payment?Yes. You can issue a refund for the entire amount of the payment.



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Permissions

How are permissions managed in PowerPay?Permissions for PowerPay are managed much the same way they are for the rest of the platform.Permissions are handed out individually to accounts on the Sport Ngin platform.

Can permissions be granted at the team level? For example, eachteam has a treasurer that takes care of their own fee. Do these treasurers have

access to the entire association?

On June 1, you will be able to grant access to any user but they will have access to all membersand contacts that are part of your organization. We know that some organizations will need tohave more granular access such as at the team level and we plan on adding this additionalfunctionality in the future.



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Security

Where is credit card information stored?Credit card information is never stored within an organization or within the Sport Ngin platform.Credit card numbers are only used to process the payment and then the processor gives us atoken which cannot be turned back into the credit card number for future requests.

Are you PCI Level 1 compliant?Like registration, Sport Ngin PowerPay is PCI Level 1 compliant.



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Accounts

Is there anywhere I will be able to see the total amount owed

(registration & PowerPay)?On June 1, each will have their own view for balances. We do plan to have a consolidated view ofan entire account coming soon.

Can I edit contacts?Yes. Admins can edit contact information.

Can we post payments to the account?No. All payments are posted to bills. Accounts themselves cannot have balances.

Is there an import function to create contacts to add many atonce?There isn’t an import function directly into PowerPay since it uses all of the contacts that arealready part of your organization including anyone who as become a member of your site,rostered players with email address and anyone who has gone through a registration session.



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Reporting & Accounting Package

Integration

Can the columns in the contacts section be customized? Forexample, could I add the account’s outstanding balance?No, that screen includes only the contact or group information. However, outstanding balancecan be easily found in the payments page.

Can I import balances into PowerPay?There isn’t a way today to import You could create bills for the appropriate amounts.

Can I export transactions from PowerPay?

Transactions can be exported from PowerPay in CSV format.

For exported transactions, can I see line item detail or is it just

bill level?On June 1, detail will only be available for export at the bill level, not the line item level.

Will we be able to upload customers from an Excel list?PowerPay does not use a unique set of contacts--they are the same ones available to any part ofthe Sport Ngin Platform. As such, you cannot directly import contacts into PowerPay. You cancreate them one off in PowerPay.

Is there an integration with Quickbooks?On June 1st, there won’t be a direct integration with any third party accounting systems. However,Quickbooks is at the top of the list for consideration.

What reports will be available on June 1st?We will be providing the two key reports on June 1st. They are an activity report and a payoutreport. We will continue to solicit feedback for other types of reports that would be helpful inmanaging cash.

Is there a function to filter failed payments and chargebacks?Yes, you can easily identify if either of these have occurred and on what bills.



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Can I see all of the outstanding balances for a group? Say for

example an entire team?Currently, when filtering billing batches, it filters them by name. So if you named each of yourbatches by team name then you would be able to see the balances for all of those batches.



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Registration vs Sport Ngin PowerPay

Does PowerPay replace registration?Absolutely not. PowerPay is meant to be a companion to registration as they solve diff erentproblems for your organization. Think of registration as a data collection tool with the ability tocollect funds, while PowerPay is a way to collect funds w/o the hassle of collecting a bunch ofdata or creating an account.

Do transactions in PowerPay affect balances in registration?No PowerPay credit or debits can only aff ect bills created via PowerPay. We are looking at how toallow a crossover between these two types of payments.

Can I use PowerPay as an option in a registration session

instead of a payment planYou could off er a ‘bill me later’ function and then create a smart group of all those people whosigned up to be billed and send them an invoice for that appropriate amount.

Are there some features that are only available in PowerPay

and not registration? In registration but not in PowerPay?Yes, PowerPay allows you to create and send bills to anyone while allowing partial payments andthe ability to manage a balance via all sorts of activities: credits/voids/etc. It also allows for amobile checkout and quick payment from parents. Registration allows for discount codes andrules, the collection of data fields, payment plans and waivers.

Are contacts from registration available in PowerPay?Since registration and PowerPay share the same contact list from your organization, all contactsthat are available (with email address) will be available to PowerPay.

Can we do recurring payments through PowerPay?You could create something similar by creating a series of bills with regular due dates for aparent. However, bills do not automatically debit a parent’s account like a recurring paymentdoes. The parent would need to pay the bill by that due date.

Does registration data transfer over to PowerPay?Since registration and PowerPay use the same contact list and have access to the same groups,there is no need to duplicate the data from registration to PowerPay. Instead a user would accessthe contact and team information directly or other information (shirt size, gender, etc) via a smartgroup.



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Would payment plans signed up for on registrations transfer

over to this?No, payment plans would still be connected to the registration order. Remember payment plansand PowerPay payments diff erent use-cases. Payment plans allow an organization to set aschedule and automatically charge a credit card, while PowerPay payments have a due date but

the parent initiates the payment.

Now that PowerPay allows us to view the details of a daily

batch, is there a plan to add similar functionality to

registration?Yes, we are planning on recycling the new reports for PowerPay in Sport Ngin registration in thevery near future.

I have payments plans in flight right now, can I transfer those

over to PowerPay.Not directly, but you can cancel the payment plan and then send out bills via PowerPay for theremaining amount due.



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Groups

Do I manually have to create groups for teams?No when athletes are rostered on teams, those athletes are automatically available to bill via theirteam.

Can you use a past registration as a group?Yes.. Any registration (as long as it isn’t archived) can be used to generate a group from.

Do I have to use smart groups or can manually create a group

and add members to it for billing purposes?You can use both smart groups and manually created groups.As far as the smart-groups is there a way for admins to manually edit groups? Say to manually

group teams together yes, this can be done within the registration reporting tool.



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Misc

Is PowerPay available within the Sport Ngin Mobile app?On June 1st, creating payments will only be available via the PowerPay desktop module.However, payments can be done via a responsive mobile page.

What day will PowerPay be available to me?PowerPay will go live for all current Sport Ngin customers in the US on June 1. In preparation, youshould make sure you already have your bank account and processor settings completed in theAdmin Control Panel.

Will PowerPay be available outside of the US?On June 1st, PowerPay will only be available to organizations within the US. We are looking atextending this functionality beyond the US including Canada and the Eurozone.

How do I access PowerPay?PowerPay will be accessible via permissions in the Admin Control Panel. This will launch themodule.

Who do I contact for additional questions?For questions regarding the features of PowerPay can email Casey Kipfer & Rob Bedeaux [email protected]. If you have questions regarding your processing fee and rate, contactyour account manager.

How does PowerPay integrate with Dibs?Today, there isn’t an integration between Dibs and PowerPay. We are investigating how to quicklysend bills out to people who haven’t completed their volunteer requirement, but felt that weshouldn’t hold up the initial release for that feature. You can, however, use the Dibs export to geta list of people to bill and send them a bill by name.

Can PowerPay be used to send a bill to a sponsor?Yes. Since you can create a manual contact in your contact list, the only information you need istheir name and email address. Your bill can then include as many line items as you need todescribe exactly what the sponsorship is for.

Can PowerPay be used if I am only a registration customer?

Sitebuilder customer? Tournament customer?PowerPay can be used if you are a Registrations customer or a Sitebuilder customer. You’ll needadmin control panel access to get into the application. If you are tournament only you wouldneed to add Registration or Sitebuilder.



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Can I customize the look of the bill?For the time being it will include your organization’s name along with who the bill is for. We willbe adding the ability to add an org logo to all bills.

Monday May 9 2016 Page of21 21

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