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1 ArticleInvoicing
6 ArticlesOffline Payments
1 ArticleExporting Sales & Reporting
2 ArticlesAccountant Tools
1 ArticleHow to export sales to CSV
There are multiple ways to export sales to CSV. Let’s start with the option most Board Members have access to…...
Mark someone as Paid by Check
If someone pays by check, you have two options. Mark Paid By Check / Offline, or manually account for their...
Invoice for Unpaid Guests or Concessions
To invoice for unpaid guests or concession balances go to the Board Member Dashboard > Financial dashboard then Mail Members...
Invoice for Annual Dues
To invoice your club’s membership for their yearly dues, go to the Board Member Dashboard > Financial module, then select...
Invoice for Any Product
Unlike our mass invoicing module for annual dues, this module is used to send an invoice for a specific set...
Past Invoices and Statuses
Any invoice sent through the system, whether a mass invoice for annual dues, single / group invoice, or wait list...
Accountant Tools
From the Board Member Dashboard > Financial module, you will find a section called Accountant Tools. This area is reserved...
Trends and Categories
Being able to look back on your swim and tennis club’s historical sales data by product is one of the...
Invoice for Assessment
To invoice for assessments go to the Board Member Dashboard > Financial dashboard then Invoice for Assessment. For swim and tennis clubs / HOA’s...
Notes on Fall Invoicing
While most of our clients invoice in the Spring, you are welcome to send invoices anytime of year. Spring invoicing...
Upgrade Your PayPal!
Big fat news! Our clients can keep Paypal’s 2.9% rate (they raised it recently to 3.4%). Couple things need to...