Purpose: Understand the name change from “intercompany” to “interbrand” “Inter-Brand” and the workflow changes needed for Financial requirements.
Workflow Changes
Intercompany renamed to Interbrand.
Interbrand removed as a payment method option when paying an invoice.
When creating a payment plan, there is a new option to select the “paying brand.”
Ex: If Club ABC is attending Event 123, the paying brand is Club ABC.
The invoice generated will be displayed on the top right of the page for the purchasing brand.
Ex: The invoice will appear on Club ABC’s page, not on Event 123’s page.
Interbrand added as an option on the first step of Bulk Registration.
For Admin, a step has been added in Program > Register to select from the following options:
Pay in Full
Payment Plan
Interbrand
Best Practices & Notes
Interbrand The former Intercompany payment method is now the Inter-Brand payment method, with restrictive updates.
Inter-Brand payments must be made at the time of registration, prior to completing checkout.
Note: Only admin have the permissions to assign an Inter-Brand Payment Method.
Note: This permission is also required for any Staff or Admin registering on behalf of a customer using “Bulk Register” or “Register”. The staff must have the role assigned to them for the brand in which they are registering on behalf of.
Ex: Brand A Staff Member must have the role for Brand B in order to register on behalf of Brand A for Brand B.
The Inter-Brand payment method will not be an available option once an invoice is created.
The purchasing brand will be required to be chosen when selecting the Inter-Brand payment method.
Inter-Brand is NOT an option when creating custom payment plans.
Discounts may still be applied to the registrations, prior to the remainder being “paid” via the Inter-Brand method.
Inter-Brand payments can now be available to non-admin registrations by activating the “Inter-brand” payment option in their user account (see below how to).
Best Practices & Notes
Inter-Brand invoices can no longer be created and left open.
Eliminated Eliminates artificially inflated Account Accounts Receivable data for more accurate financials.
Invoice corrections/reversals will be done through a traditional refundWhen Inter-Brand is being used, it must apply to the entirety of a registration (excluding discounts). No other payment method (excluding discounts) may be used in conjunction with the Inter-Brand method.
If a registration needs to be removed that was paid for with the Inter-Brand method, the registration should be removed via the Program > Registration Details page. The invoice will automatically update itself.
Inter-Brand payments can be further specified by sub-brand; the default is the main brand.
A Short Name selection can be made, as well; the default is the Club Team.
Additional Guides & How-Tos
How to Refund a Credit Card Payment on an Invoice That is NOT Paid in Full
How to Refund an ACH Payment on an Invoice That is NOT Paid in Full
How to Refund an ACH Payment on an Invoice That is Paid in Full and Remove the Athlete/Team From ProgramAssign an Inter-Brand Payment Method to an Account