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How to Bill a Charge to an Account and Send an Invoice (Point of Sale)

🪧 Before you start: Invoices can only be created for orders that were billed to an account and are still unpaid. Membership dues and other membership products aren't invoiced. Members pay them on the Payments tab when they log in. See How Billing Works in Member Splash: Payments vs. Invoices.

If you need to manually bill a product or service to a member's account and generate an invoice, follow this four-step process. This is useful for one-off charges, special services, or sales outside of the regular POS ordering system.
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🪧Note: Point of Sale is only available for Essentials or Premium customers.

Step 1: Create a POS Product Fee Type

Fee types help you categorize products and track different revenue streams.

  1. Go to Point of Sale > Items > Categories

  2. Click Add New Fee Type (or Add New Category)

  3. Enter a descriptive name (e.g., "Swim Lessons," "Pool Rentals," "Merchandise")

  4. Save your changes
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Step 2: Create Your POS Product

Once you have a fee type, you can create the product you'll be billing.

  1. Navigate to Point of Sale > Item

  2. Click Add Item

  3. Fill in the required fields:

    • Product Name: What you're charging for

    • Price: Set the product price

    • Item Category: Select the fee type category you created

  4. Publish the product

Step 3: Bill the Product to a Member Account

Now you can add the charge to a specific member's account.

  1. Go to Point of Sale > New Order

  2. Search for and select the member account by last name or account number

  3. Choose your product from the menu

  4. Adjust the quantity if needed

  5. Click Account as the payment method (see more about POS payment method settings)

The charge will appear on the member's account balance as an unpaid order.
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Step 4: Create and Send the Invoice

  1. Navigate to Finances > Create Invoices

  2. Select your statement date and/or account type(s)

  3. Search for the member by Name or Account #

  4. Check the box next to the order(s) you want to include

  5. Click Send Invoices

💡 Only accounts with unpaid Bill to Account orders appear in this list. If an account isn't showing, it doesn't have any on-account charges to invoice yet.

The member will receive an email with their invoice and a link to pay online.
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