Zane Pimiskern
- Total activity 233
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 7
- Subscriptions 99
Activity overview
Latest activity by Zane Pimiskern-
Zane Pimiskern created an article,
October - December 2026 Release Notes
October 2026 Important note: Updates described below are part of this release but are being rolled out gradually across organizations, so they may not be available in your account right away.Introd...
-
Zane Pimiskern created an article,
Integrating with CardPointe by Fiserv
CardPointe is a payment processor for MC Professional organizations to accept payments online. It supports credit card payments, ACH/eCheck, and automatic recurring payments. This article covers ho...
-
Zane Pimiskern created an article,
Updating Payroc/NMI credentials with Security Keys
Caution: When updating to a Security Key, do not archive your existing Payroc/NMI integration and create a new one. Update your existing settings only. If you want to switch payment processors, se...
-
Zane Pimiskern created an article,
Editing paid invoices: Revenue accounts and offline payments
On this page Accessing the invoice editor Updating revenue accounts on invoices Editing offline payment details Tracking changes on the Activity Log Administrators with financial permissions can...
-
Zane Pimiskern created an article,
April - June 2026 Release Notes
June 2026Payroc and NMI security updateWe’ve updated our Payroc and NMI payment processor integration to support their enhanced security standards. Payroc and NMI are phasing out username and pass...
-
Zane Pimiskern created an article,
Editing form-generated invoices and credit memos
On this page Accessing the invoice editor Important notes Event form invoices Membership and multi-section form invoices Refunds (credit memos) Administrative guidelines FAQs About form-genera...
-
Zane Pimiskern created an article,
Adding Purchase Order (PO) numbers
On this page Adding PO numbers Exporting PO numbers FAQs To keep your financial records organized, you can add and update Purchase Order (PO) numbers directly on ad hoc invoices and credit memos...
-
Zane Pimiskern created an article,
2024 Release Notes
December 2024 Bug fixes Itinerary Emails Not Sending: Fixed a problem that was preventing itinerary emails from being sent. Implemented new logic to ensure emails are directed first to the requ...
-
Zane Pimiskern created an article,
January 2026 - March 2026 Release Notes
March 2026PO numbers included in transaction report exportsTransaction report exports now include a dedicated column for Purchase Order (PO) numbers. When a PO number is associated with an invoice,...
-
Zane Pimiskern created an article,
Resending invoices
On this page Method 1: Resending through the Invoice List Method 2: Resending through a member's profile Method 3: Sending a manual link Customizing the email's content There are several ways to...