This article will guide you on how to view your Sales & Billing General Settings.
Navigate to Setup > Sales > Sales Settings > General.
Membership Sales Done Externally - Select this option if you manage your membership sales outside of ClubReady. This will allow the club to convert a membership prospect to a member without having to go through a membership sales process.
Display Amex Card Logo - Enable the card logo to show on card entry forms to indicate you accept American Express cards.
Display Discover Logo - Enable the card logo to show on card entry forms to indicate you accept Discover cards.
Accept electronic ACH (Bank Accounts) - Select if you accept eChecks as an alternative form of payment.
Card Swipe Reader - Activate this functionality if you have a card reader.
Consolidated Same-Day Invoices - Invoices with the same user ID drafted on the same day will appear as one payment.
Check Reader (MICR) - Activate this functionality if you have a check reader.
New Member By Default Are Set To Get Payment Receipts - If checked, new members payment receipt preferences will be set to yes (send payment receipts).
Default Sales Tax For Products - When products are added to the system this will be the default sales tax schedule. You can choose to set specific tax rates for individual products.
Default Sales Tax For Clothing Categories - If set, this default will over-ride the general sales tax default for products that are tied to a product category flagged as clothing.
Default Sales Tax For Membership Packages - This sales tax will apply to all of your packages flagged as memberships.
Default Sales Tax For Membership Setup Fees - This sales tax will apply to all membership setup fees.
Default Sales Tax For Membership Add-On Packages - This sales tax will apply to all of your packages flagged as memberships add-on.
Default Sales Tax For Membership Add-On Setup Fees - This sales tax will apply to all membership add-on setup fees.
Default Sales Tax For Service Packages - This sales tax will apply to all of your packages flagged as services.
Default Sales Tax For Service Setup Fees - This sales tax will apply to all services setup fees.
Enable VAT (Value Added Tax) - If selected, this will allow you to add the tax value.
Allow New Invoices To Be Added Without A Type - This option will allow the invoice to be added with no type specified (fee or type of package).
Membership Expiration For Month-Month - When members are on a month-to-month ClubReady is creating their next months invoice automatically as an auto-renewal. You can select from the following options:
Extend With Payment - This is extended out one month as every new month rolls around. It can only occur when they pay.
Extend With Invoice Creation - This is to extend this date whenever a new invoice is created. This means they will essentially never go to inactive even if they do not pay.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup - Can access setup
- Club Setup - Can access sales general settings