Purpose: Understand the name change from “intercompany” to “Inter-Brand” and the workflow changes needed for Financial requirements.
Workflow Changes
Intercompany renamed to The former Intercompany payment method is now the Inter-Brand payment method, with restrictive updates.
Inter-Brand acts as the old check payment method option when paying an invoice.
Inter-Brand is NOT an option when creating payment plans.
Inter-Brand added as an option on the first step of Bulk Registrationpayments 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 displayed at the top right of the generated invoice.
For Registration by Admin (Program > Register), a step has been added in to select from the following options:
Pay in Full
Payment Plan
Inter-Brand
DiscountInter-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).
be required to be chosen when selecting the Inter-Brand payment method.
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 refund.
When 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 and partial Inter-Brand Adjustments are not allowedregistration 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