There are several possible reasons Batch Report may not match the deposits received: The Batch Report only displays transactions from your merchant processor (i.e., not cash or checks manually deposited into the bank account). The Batch Report only displays transactions that took place within the merchant processor’s default batch period […]
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If a client purchases a membership on the last day of any month and this membership has monthly auto-payments, the client’s auto-payments for this membership will always be billed on the last day of the month. For example, if a client purchases a membership with monthly auto-payments on February 28th, […]
If you want to allow a staff member to complete the cash closeout function, you must be sure that they have access to the feature: In order to perform a cash closeout, your staff member must have the appropriate staff role permissions. You can find the following permissions under the […]
When filtering the All Sales Report, you can choose to filter by two accounting methods: accrual and cash. Below are explanations of accrual and cash-based accounting. Accrual-based accounting Accrual-based accounting tracks a sale from the day a client purchases an item from your business. This means that all revenues are […]
When a client books a recurring service unpaid and an applicable membership or session pass is purchased at a later date, the applicable Purchase Option will be automatically applied to future sessions of the recurring service that are unpaid.
Staff commissions for Classes are calculated based on the options selected in both staff member profiles and Purchase Options. It is important to ensure commission structures are set appropriately in staff member profiles. Consider the following example: A Class is taught by a staff member with a single commission pay […]
To book multiple clients into an Appointment, you will need to go to the Select Clients heading in the Appointment wizard and add the new clients to the Appointment. For more information, refer to step 4 of Booking an Appointment.
The following criteria has been put in place to determine whether an automatic payment for a Purchase Option can be charged to a client’s account: If the automatic payment is less than or equal to $1000 (USD), the client will be successfully charged. If the automatic payment is greater than […]
When you set Auto-payments every to any option other than starting on the sale date, clients will be billed the full price of the membership on the day that they purchase the membership but will not have access to the membership until the date specified in the Auto-payments every selection. […]
When a BOOK-A-SPOT™ asset is paid for using a drop-in or single session rate and is rescheduled, the single session purchase cannot be applied to the rescheduled asset. If you attempt to reschedule the asset, it will be listed as Not Paid on the client’s upcoming schedule. To resolve this […]
In compliance with Australian and New Zealand laws pertaining to fair trade, taxes are included in the total price of each item when you select Australia or New Zealand as your business’s region. The subtotal displayed in your shopping cart is calculated with the taxes already included. For more information […]
If you want to view all clients who haven’t signed your online waiver, you can do so from the All Clients Report by using the Signed Liability Waiver advanced filter. On the side menu or in the list, click All Clients. Click the Advanced Filter button . Under Signed Liability […]