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.
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
Clicking the CHECKOUT button at the bottom of the POS terminal will advance you to the payment screen. You can again select which staff member should get credit for the sale. Select the payment method for the purchase.
Cash Payment
Use the cash pad located on the left side of the checkout screen. Enter the amount of cash tendered, or use the EXACT button if the exact amount is provided. The system will calculate any change due to the customer.
Card Payment
Select CARD to proceed with card payment options:
- Enter: Manually enter credit card details or swipe the card (if not using Contactless devices).
- Contactless Payments: Activated devices for contactless payments will be displayed for selection.
Bank ACH Payment
Choose BANK ACH to input the customer's bank account information for electronic funds transfer.
External Payment
Use EXTERNAL payments to record transactions conducted outside of ClubReady. This option is recommended for third-party credit card processors or terminals, or if the client has already paid using methods like Groupon.
Check Payment
Select CHECK when accepting a written check as payment for the transaction.
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.
Using Gift Card as Payment for Future Invoices
Using a gift card would be similar to using a credit card at the POS. Once you have selected the Card payment option, enter the gift card number instead of a credit card number (exclude non-applicable details such as name, zip, etc.).
If the amount on the gift card is not enough to cover the total amount, you can enter the amount that it will cover, then select the other payment method to complete the sale.
Once invoices are paid, the user will receive their session credits (if it applies).
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point of Sale: Can access POS terminals