Creating and sending payment requests

This article provides information on creating and assigning payment requests to members using the mobile app or a web browser.

Quick links:

Overview

Once a Stripe payment provider account has been set up, you can create payment requests to collect payments from members for events and non-events.

Payment requests for non-events can be one-off or recurring payments.

The admin needs to create the payment request before adding members to request a payment from.

Create payment request for an event

Using the mobile app

Step-by-step guide:

• Load the mobile app on your phone
• Tap on the event
• Tap 'Collect payments'
• Enter the payment form details
• Tap 'Submit'
• Tap 'Manage payers'
• Tap the checkbox next to the members you wish to assign the payment request to
• Tap 'Save'

Using a web browser

Step-by-step guide:

• Go to teamer.net in a web browser
• Log into your Teamer account 
• Click 'Events'
• Click on the event name
• Click 'Payments'
• Click 'Collect payments'
• Enter the payment form details
• Click 'Save'
• Click 'Add' for the members you wish to assign to the event payment
  • Or click 'Add all'  to add all members from the list
• Click 'Send now' to request the payments from the selected members
  • You can schedule the notifications to your members by clicking 'Send later'  

Create a payment request for a non-event

Using the mobile app

Step-by-step guide:

• Load the mobile app on your phone
• Tap the menu icon in the top left corner of the screen (3 horizontal lines)
• Tap 'Collect payments'
• Tap '+' in the top right corner of the screen
  • If you are an admin of multiple teams, select the team the payment request is for
• Enter the payment form details
• Tap 'Submit'
• Tap 'Manage payers'
• Tap the checkbox next to the members you wish to assign the payment request to
• Tap 'Save'

Using a web browser

Step-by-step guide:

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Click 'Create payment request' 
• Enter a payment description
  • You can enter further information by clicking 'Add additional information'
• Click 'Save' 
• Click 'Add' next to the member's name you wish to add
  
  • You can also select a whole team to add, click 'Add' next to the team name 
• Click 'Send now' to send notifications to your members
  • You can schedule the notifications to your members by clicking 'Send later'  

Removing a member from a payment request

Using the mobile app

Step-by-step guide:

• Load the mobile app on your phone
• Tap on the menu icon on the top left of the screen (3 horizontal lines)
• Tap 'Collect payments'
• Open the payments you wish to track payments for
• Tap 'Manage Payers'
• Tap the options icon for the member (3 vertical dots)
• Tap 'Remove'

Using a web browser

Step-by-step guide:

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Select the payment request you wish to remove a member from
• Click the 'X' button next to the member's name
  • You can remove all payers by clicking 'Remove all' 

Troubleshooting

This section covers common troubleshooting queries:

Related articles

Thanks for taking a look at this article, we hope you found it useful.

You may also find these related articles of interest too:

• Set up Teamer payments
• Track event payments
• Track non-event payments