Financial

There are multiple ways to export sales to CSV. Let’s start with the option most Board Members have access to…...

If someone pays by check, you have two options. Mark Paid By Check / Offline, or manually account for their...

To invoice for unpaid guests or concession balances go to the Board Member Dashboard > Financial dashboard then Mail Members...

To invoice your club’s membership for their yearly dues, go to the Board Member Dashboard > Financial module, then select...

Unlike our mass invoicing module for annual dues, this module is used to send an invoice for a specific set...

Any invoice sent through the system, whether a mass invoice for annual dues, single / group invoice, or wait list...

From the Board Member Dashboard > Financial module, you will find a section called Accountant Tools. This area is reserved...

Being able to look back on your swim and tennis club’s historical sales data by product is one of the...

To invoice for assessments go to the Board Member Dashboard > Financial dashboard then Invoice for Assessment. For swim and tennis clubs / HOA’s...

While most of our clients invoice in the Spring, you are welcome to send invoices anytime of year. Spring invoicing...

Big fat news! Our clients can keep Paypal’s 2.9% rate (they raised it recently to 3.4%). Couple things need to...