Besides online payments, the front desk can take payments on site. All of them end up in the same list in Operations → Payments, so sales reports show everything together.
Payment methods for the front desk
In Billing → Payment methods, add the methods the front desk uses, for example Cash and Card terminal. For these methods, turn off Is visible to clients. They will not appear to clients on the club website, but the front desk can still use them in the panel.
Taking a payment
- Create a payment for the client. See How to sell a membership at the front desk.
- Once the client has paid, click Confirm.
Until the payment is confirmed, the membership waits and does not work.
Payment link
If the client wants to pay later or from home, click Send payment link. The client gets an email and pays online. The payment confirms itself.
Instalments
For memberships sold in instalments, you settle each instalment separately. Open the membership in Operations → Purchased memberships and go to the Instalments tab. Next to an instalment, click Paid at the club when the client pays on site, or Send payment link so they can pay online.
Payment list and export
Operations → Payments shows all payments. You can filter them and export them to a file.