Page Comparison

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 is a role-based payment method option when paying an invoice.

  The Inter-Brand payment right is granted on a brand-by-brand basis by one brand to another

  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 grants the Inter-Brand payment right to Brand B. Brand B would see the 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

    option under payment methods when purchasing a program from Brand A.Ex: Brand A chooses to NOT grant Inter-Brand payment rights to Brand C. Unlike Brand B in the prior example, Brand C would NOT see

    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

  option under payment methods when purchasing a program from Brand A

  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 added as an option on the first step of Bulk Registration.

• 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

Discount

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 refund

  • .

• When Inter-Brand is being used, it must apply to the entirety of a registration and partial Inter-Brand Adjustments are not allowed(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 a Credit Card Payment on an Invoice That is Paid in Full and Remove the Athlete/Team From Program

• 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

• How to Remove a Team Registration