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PayPal

1 Article

Invoicing

6 Articles

Offline Payments

1 Article

Accountant Tools

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How 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...