Why is the Point of Sale menu option greyed out?
The Point of Sale Module is only available to Essentials and Premium customers.
What method of payments are available at the point of sale?
Admins have the ability to select the payment types their organization will accept at the point of sale. The options include:
-Bill to Account - allows members to put a charge on their account and receive a bill for it later.
-Cash
-Check
-Credit
-Comp
How does an Admin change the method of payments they accept at the Point of Sale?
The admin can change the method of payments they accept at the point of sale by navigating to the Dashboard > Point of Sale > New Order > select the settings gear on the top left. Here the admin can select or deselect Bill To Account, Cash, Check, Credit and/or Comp. The Admin can also set the Default Payment Method for the Point of Sale here as well.
How do I enable or disable Bill to Account orders through the Point of Sale?
The admin can enable or disable Bill to Account by navigating to the Dashboard > Point of Sale > New Order > select the settings gear on the top left. Check the box for Bill to Account.
Can I enable Bill to Account for certain members?
No, Bill to Account is enabled for the entire community.
A member visited the Point of Sale and placed an order that was billed to their account. Why can't they see the order to pay it?
Bill to Account Orders appear in each member’s Order History within their Member Portal. However, to pay for a “Bill to Account” order, a Bill must first be issued by an Admin.
Admins have flexibility in deciding when to issue Bills — they can wait until a member’s account reaches a certain balance, follow a regular billing schedule (e.g., weekly or monthly), or issue Bills immediately as needed.
To issue a Bill:
Go to Dashboard > Finances > Create Bills.
Select one or more accounts or members to bill.
Click Send Bills to issue them.
What does a member receive when an Admin has issued a bill?
When an Admin has issued a Bill from the Point of Sale, the primary account holder will receive an email notification with the following:
Dear {NAME}
Your account at {CLUB NAME} has a current balance due of {$XX.XX}. To view an itemized list of unpaid charges login to your account here and click on Payments -> Order History. To pay this invoice go to the Payments screen.
How is a check payment handled in the Point of Sale?
If you have activated the option to receive checks via the POS, when an order is submitted with Check as the payment type, the Order will be updated to Paid, assuming you received the check at the time of the sale.