Spend
Transparent money management
Spend Onboarding
Group Staff Training Courses
Program Admin Resources
- Creating a New Group
- Export Email Addresses
- Quickbooks Integration
- Publishing a Payment Schedule
- Depositing a Check to Your Spend Account
- Adding Participants in Bulk
- Sending Checks and ACH Reimbursement
- Transferring Funds Internally
- Linking an External Bank Account and Transferring Funds Externally
- Requirements for Changing a Program Admin
- Managing Cash and Check Payments
- Giving a "Pay in Full" Discount
- Exporting to Quickbooks
- Lost, Stolen, and Replacement Debit Cards
- Creating Multiple Groups
- Admin Guide to Ordering Spend Debit Cards
- Adding Additional Staff Members + Roles Overview
- Adding a Financial Commitment Agreement
- Issue or Cancel a Refund
- Reporting Invoices and Transactions
- Inviting Participants and Parents
- Closing Out Your Season
- Adding a New Season
- Adding a Credit Memo: Recording a Cash or Check Payment
- Export a List of Teams
- Changing a User's Role
- Sorting Transactions in Program Banking
- Program Overview Pie Chart
- Signing in to Spend As An Admin
- Viewing Disputes
Group Staff Resources
- Edit A Player's Name
- Group Staff Quick Start Guide
- Adding an Invoice to an Individual Player
- Signing in to Spend
- Updating Your Name, Email, and/or Phone Number for 2FA
- Group Staff Debit Card FAQ's
- Resend an Invite
- How to Switch Between Roles/Teams (Team Assistant)
- Lost, Stolen, and Replacement Spend Group Staff Debit Cards
- Transferring Funds Internally: From the Group Account to the Program Account
- Transferring a Participant to a Different Group
- Removing a Participant from a Group
- Depositing a Check to Your Spend Account
- Receiving and Activating a Team Assistant Debit Card
- Payment Processing Times
- Deleting an Invoice From the Whole Group
- Customizing Participant Information to Allow Guardians/Parents to Pay Separately
- Changing the PIN on Your Spend Debit Card
- Adding a Credit Memo: Recording a Cash or Check Payment
- Accessing an ATM
- Sending Checks and ACH Reimbursement
- Issue or Cancel a Refund
- Sorting Transactions in Group Banking
- Manage Notes and Attachments
- Reconciling Transactions
- Canceling Check Payments
- Bulk Edit An Individual Player's Invoices
- Applying Funds to a Participant Invoice
- Disputing an Unrecognized Charge
- Add an Invoice to Multiple Players
Guardian Resources
- Pay By Bank: Linking with Account/Routing Numbers
- Creating an SSO Account
- How to Switch Between Roles: Guardian (One Participant to Another)
- Guardian Quick Start Guide
- Troubleshooting Adding a Payment Method: Bank Account
- Troubleshooting Sign-In
- Payment Processing Times
- Troubleshooting Not Receiving Emails from Spend
- Navigating Payment Failures
- Updating Your Name, Email, and/or Phone Number
- Understanding Invoice Payments
- Troubleshooting Sign Up
- Stopping and Restarting Payments
- Resetting Your Password
- Removing Yourself from a Group
- Payment Statuses
- Making Payments in Advance
- Finding Your Account and Routing Numbers
- Changing Your Payment Method
- Changing Payment Amounts and Due Dates
- Approving Payments
- Updating Your Name, Email, and/or Phone Number for 2FA
- When To Contact Spend Support & When To Contact Your Club