Billing and collection

How to sign up a member? (special client)
To sign up a member go to the client's file, from: Customers --> Customers using the search options, and pressing : Once inside the...
Wed, 19 Jul, 2023 at 1:41 PM
How to invoice all reservations in one go (payment by bank):
In order to invoice all the reservations a customer has in one go we can go to: Planning --> Reservations --> Booking Invoicing Here you ...
Tue, 18 Jul, 2023 at 1:18 PM
How to enroll for a family membership fee:
We can enroll a family for a family membership fee directly from the customer card of the head of the family. Once inside the client's ...
Tue, 18 Jul, 2023 at 1:29 PM
How to bill recurring fees:
To be able to make the remittances and send it to the bank you'll need to bill the outstanding fees. To do this, we go to: Finance --> Sales and lis...
Tue, 18 Jul, 2023 at 3:44 PM
How to unsubscribe a customer's subscription:
To unsubscribe a customer´s subscription we can open the customer´s file from: Customers-> Customers. We will go to the option of...
Wed, 19 Jul, 2023 at 12:57 PM
How to collect a monthly fee:
To collect a monthly fee, we will first go to the customer's file.  To do so we will click on Customers-> Customers and then choose the customer´s n...
Wed, 19 Jul, 2023 at 1:17 PM
How to charge a fee manually:
In order to be able to collect a fees in advance from a customer, we will first go to the customer's file.  We can choose the customer from the list...
Wed, 19 Jul, 2023 at 1:43 PM
Viewing outstanding fees:
The list of outstanding fees can be found in Finance-> See outstanding fees. Here we have several options to retrieve outstanding fees.  We can...
Wed, 1 Apr, 2020 at 11:53 AM
Control and management of subscriptions:
To control and manage the subscriptions we can click on Customers → Membership and services fees. Here we can manage all the different types of ...
Fri, 21 Jul, 2023 at 11:02 AM
How to split a receipt manually:
To manually split a fee, we will go to: Finance->Sales and listings -> Receipts We will search in the list of tickets the fee we want to split ...
Fri, 21 Jul, 2023 at 2:57 PM