This article will guide you through setting and utilizing the External Payment option in ClubReady when using the Point of Sale or writing a new agreement.
1. Point Of Sale
To access your club's Point of Sale Terminals go to Setup > Sales > POS Terminals. You can choose to create a new terminal or edit an existing terminal. Click on the edit pencil to proceed to the POS terminal settings.
Scroll through the General Settings to locate POS Payment Methods Enabled. Select Yes next to Card External To ClubReady. To save your changes, Click To Update POS Terminal Settings button. This will automatically have the External Payment option available for your staff to select when taking payments at the Point Of Sale.
2. Sales Packages
To access your Sales Packages, go to Setup > Sales > Sales Packages. You can choose to create a new sales package or edit an existing sales package. Click on the name of the sales package you are wanting to enable the External Payment option for.
Once you are in the sales package settings, go to Payment Types tab. Select Yes next to External Payment. To save your changes, click on Update Settings button.
Selecting External Payment When Completing A Transaction
1. Point Of Sale
When taking payment using the Point of Sale, select EXTERNAL if running a credit card out side of ClubReady. This will mark the invoice as paid in the system. Click Complete This Sale to finalize the purchase.
To learn more about taking payments using the Point of Sale, click here.
2. Writing Up A New Agreement
On Step 2 of the agreement write up process, select EXTERNAL as the customer's payment method. Click ADD and Finalize the Agreement. This option will mark the payment as paid in ClubReady but the credit card will be run at an external terminal.
To review the full steps on how to write a new agreement, click here.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup - Can access setup
- Club Setup - Can access POS terminals setup
- Club Setup - Can access sales packages setup
- Point Of Sale (POS) - Can run as credit card outside ClubReady