Knowledge Base
Taking Payment On Current Or Future Invoices
This article will guide you through taking payment on current and/or future invoices. *Please note that if you would like invoices that are due, or past due, to automatically populate in the POS cart when you look up a customer, you will want to enable a setting in you POS terminal:Automatically Pull In Client Invoices To Register. Click here for more information on how to enable this setting.

Requirements - A Master Admin login or a staff type with the following permissions:
  • Point of Sale: Can access POS terminals
  • If access to a Full POS terminal is needed click here for more info


Taking Payment On Current Or Future Invoices


1. Select From Member/Customer Lookup




You can access your customer by looking up the customer in the POS, or first search and select your customer. From the summary page, click the GO POS icon. If you have access to more than one POS, select the desired terminal and continue to take payment.



2. Select From Invoices Screen 





Access the Invoices screen by searching and selecting your customer. From the summary page, click the BILLING icon. From this screen you are able to see all unpaid invoices. Click the Go To POS button to take payment.



3. Select From POS Lookup




Access the POS terminal by going to Main > POS. Then select Click To Lookup A Person. Start typing in the first few characters of their first or last name and select them from the list. 


4. Processing Payment



If you have the setting enabled, invoices that are due today, or past due, will automatically pull into the cart. To add future invoices to the cart, click on the Future Invoices option. A list of future invoices will appear, you can now click Add next to each invoice you wish to add to the cart. Once you have the desired invoices added to the cart, Close on the future invoice menu and proceed to Checkout


5. Completing the Payment


Once you have selected CHECKOUT, you can proceed by selecting the payment type (based on your club settings) this can include: CASH, CARD, BANK ACH, CHECK or CREDIT ON ACCOUNT. Click COMPLETE THIS SALE to finalize the purchase. 


NOTE: By default, the system will attempt to use first any CREDIT ON ACCOUNT the user has. If you do not wish to use it, click the red X next to the amount. 


 
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