Purpose: Understand the name change from “intercompany” to “Inter-Brand” and the workflow changes needed for Financial requirements.
Workflow Changes
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 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.
Eliminates artificially inflated Accounts Receivable data for more accurate financials.
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 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