Harvie 101: Here is everything you'll need to know for reporting, payments, adjustments, share management and member management!
Here is everything you'll need to know for reporting, payments, adjustments, share management and member management!
- START HERE: Reporting, Payments, Share, Location, and Member ManagementÂ
- How to create a new farm admin
- How and Why to Use the Support Widget
- Editing Your Share Settings
- Income Report
- Unpaid Delivery Report
- Share Delivery Report
- How to Integrate Quickbooks with Harvie
- How do I see my members for a particular season?
- How to create a member or order, add payment and understanding payment statuses
- Harvie Payment Plan Options
- How to manage offline payment plans in Harvie
- How can my member sign up using offline payment?
- How to apply payment or adjustment to a members account
- How does Harvie disburse payment to farmers?
- Standard Operating Procedure for Integrating Harvie Data into QuickBooks
- How to edit locations
- How do I see what my members can see in their account?
- How to Create Coupon Codes, Automated Discounts or Automated Charges
- How to generate an adjustments report
- How to Create Member Credits
- How to Redeem Member Credits
- How to manage early bird sign up incentives with credits
- What happens when a member is issued a refund?
- How do I change a members card on file?
- How do I put a member’s delivery on hold, reschedule the delivery date, or add to a current delivery?
- How to change a delivery location for a member
- Cancellation, Refund, and Credit Policy
- I'm sold out, how do I suspend shares and add a sold out message?