Many pools have simplified operations by going cashless at the snack bar. Instead of accepting cash, members can charge purchases directly to their accounts. These charges are tracked through the Point of Sale system and can be billed later via the dashboard.
This guide walks you through how to:
View snack bar POS orders
Create invoices for on-account purchases
View and manage invoices in the dashboard
Viewing POS Orders
Go to Point of Sale > View POS Orders to review order history.
Filters available:
Date Range
Payment Status: Paid, Unpaid, Partial, Pending
Search By: Name, Account #, Order #
Order results include (customizable using the Columns icon):
Date
Time
Order #
Account #
Placed By (Name)
Amount
Payment Method
Payment Status
Available actions:
Use the three-dot menu next to an order to view, edit, or delete it.
Download a CSV report of your orders at any time.
Creating and Sending Invoices
Navigate to Finances > Create Invoices.
Select the statement date.
Search for orders by Name or Account #.
The results will display the Account #, Name, Email, Balance, and an Actions dropdown (down arrow). Expanding the dropdown shows additional order details, including:
Order #
Date placed
Member who placed the order
Order details
To send an invoice, check the box next to one or more orders and click Send Invoices.
To View Sent Invoices
Go to Finances > View Invoices to access bills that have been sent.
Search Filters available:
Date Range
Payment Status: Paid, Unpaid, Pending, Partial
Email on File: Has Email, No Email
Search By: Name, Account #, Invoice #
Search results include:
Invoice #
Created Date
Account #
Name
Email
Total
Payment Status (sortable by clicking the column)
Autopay
Last Updated
Last Action
Balance (hidden by default)
Guest Credits (hidden by default)
Actions available:
Click the three-dot menu for a bill to view details, send email or download a PDF.
Select one or more invoices to print Batch PDFs or send Batch Emails.
