One checkout for everything your association sells

Stop juggling multiple payment systems

One engine for every transaction. Associations collect money in a lot of different ways -- membership dues, conference registrations, continuing education fees, product sales, classified ad listings. Too often, each of these runs through a different tool or process, creating reconciliation headaches and inconsistent member experiences. Upside AMS brings everything into a single, unified e-commerce engine.

Consistent checkout with flexible payment options. Every transaction -- whether it is a membership renewal, an event ticket purchase, or a product order -- flows through the same two-step checkout: billing address, then payment. Members can pay by credit card through Helcim, or choose a deferred option like cheque, e-transfer, or phone payment. The shopping cart persists for logged-in users, so members can add multiple items and pay in a single transaction.

Automatic taxes and delayed capture. Taxes are calculated automatically based on the buyer's Canadian province, and you can apply a credit card surcharge if your association's policies require it. For events or registrations that need flexible timing, the delayed payment feature lets you capture a card now and charge it later -- ideal for waitlists or conditional approvals.

QuickBooks sync eliminates manual bookkeeping. On the back end, every completed transaction syncs automatically to QuickBooks, eliminating manual data entry and keeping your financial records accurate. Staff can manage orders, process refunds, and reconcile deferred payments from a single interface -- no more switching between systems to piece together a complete financial picture.

Key capabilities

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  Unified checkout -- Membership fees, event tickets, classified ads, and product purchases all go through the same streamlined, two-step checkout process.
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  Credit card payments -- Accept credit cards through Helcim with transparent interchange-plus pricing.
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  Deferred payment options -- Support cheque, e-transfer, and phone payments with built-in tracking so nothing falls through the cracks.
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  Automatic tax calculation -- Taxes are calculated by Canadian province, with configurable rates for GST, HST, PST, and exemptions.
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  Delayed payment capture -- Authorize a card now and charge it later -- perfect for waitlists, conditional approvals, or deposit-based workflows.
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  Persistent shopping cart -- Logged-in members can add multiple items and complete a single checkout, reducing friction and abandoned carts.
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  QuickBooks auto-sync -- Every transaction -- purchases, refunds, and adjustments -- is pushed to QuickBooks automatically, eliminating manual bookkeeping.
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  Recurring billing -- Set up recurring billing for memberships or services.
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  Refund management -- Process refunds directly from the admin panel, with full traceability back to the original transaction.

How it works for members

One familiar checkout for everything. Members encounter a consistent, familiar checkout experience no matter what they are purchasing. Whether they are renewing their membership, registering for an event, or buying a product, the process is the same: add to cart, confirm billing details, and pay. There is no need to create separate accounts for different transactions or navigate to a third-party payment site.

Multi-item cart with offline options. The shopping cart supports multiple items in a single transaction, so a member who needs to renew their membership and register for a conference can do both at once. For members who prefer to pay offline, deferred options like cheque and e-transfer are available at checkout -- the system creates the order and provides instructions for completing payment.

Receipts and history in one place. After payment, members receive an automatic receipt by email and can review their full transaction history from their dashboard. Everything is in one place, clearly organized, and easy to reference when they need a receipt for their employer or tax records.

How it works for staff

Centralized order management with clear status. Staff manage all orders from a centralized admin interface. Each order moves through a clear lifecycle -- pending, confirmed, purchased, or declined -- so you always know the status of every transaction. For deferred payments, staff mark orders as received when funds arrive, and the system updates the member's record automatically.

Refunds and revenue reporting built in. Refunds are processed directly from the order detail screen, with the refund recorded against the original transaction for clean financial records. If you need to review revenue by category, date range, or payment method, the reporting tools pull directly from the same transaction data.

Automatic sync keeps your books accurate. The QuickBooks sync runs automatically after each transaction, so your finance team never needs to manually enter payment data. This eliminates one of the most common sources of bookkeeping errors and frees up hours that would otherwise be spent on reconciliation.