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.
🪧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.
Go to Products > Point of Sale > Item Categories
Click Add New Fee Type (or Add New Category)
Enter a descriptive name (e.g., "Swim Lessons," "Pool Rentals," "Merchandise")
Save your changes
Step 2: Create Your POS Product
Once you have a fee type, you can create the product you'll be billing.
Navigate to POS > Products
Click Add Item
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
Publish the product
Step 3: Bill the Product to a Member Account
Now you can add the charge to a specific member's account.
Go to POS > New Order
Search for and select the member account by last name or account number
Choose your product from the menu
Adjust the quantity if needed
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.
Step 4: Create and Send the Invoice
Navigate to Finances > Create Invoices
Select your statement date and/or account type(s)
Search for the member by Name or Account #
Check the box next to the order(s) you want to include
Click Send Invoices
The member will receive an email with their invoice and a link to pay online.
