POS purchases charged to credit card or ACH information on file
Is there an existing way that I can sell merchandise to an existing member and automatically charge the payment method on file (ACH or Credit Card)?
To further extend the functionality, it would be nice if there were an option to add merchandise to an account to be billed on month end. For instance, we may sell bottled water or single serving supplements. Members would like to pick up a bottle of water on the way out of the gym and just have it added to their account since they rarely have cash or credit cards with them. Ideally, we could let them take the product and add the cost plus applicable tax to the next billing cycle. This would reduce our per transaction cost and we could deliver an itemized bill to our members.
Comments
At this time this feature is not supported. Look for it in 2012 hopefully.
Thanks Andy.
I have been doing this by simply invoicing the account - but I bill at the beginning of the month, so it naturally reconciles at the end of the month. Am i missing something, or is this going to be ok?
Also, I'm trying to figure out a way to set a spending limit on those accounts. I have a lot of families that want to make sure their kids don't' run up the tab too much. Is there a way to set a limit without just putting a note on the account?
Thanks!
-Jeff Hess
Jeff -
What you are doing is fine. At some point in time I'll fine tune this feature and add spending limits, etc.
Cheers
Andy
Ok. Thanks, Andy.
As we add charges to accounts, I am getting a lot of questions for clarification from parents about what is being charged to their accounts. usually, it's when they have 2 or 3 kids that are billing stuff. My parents are asking for an itemized list of charges. is there a way of including an itemized receipt on the monthly billing email that goes out? Almost like an end of the month statement? would save a lot of time and relational capital.
Thanks!
-jeff
If you are using the transactional email system, then you can have an invoice emailed to the customers after you process billing. On a member's customer record select the Membership Tab and check the box for: Send Monthly Billing Email.
Amy's suggestion will only send the dues invoices. There isn't an automated way to send a statement of all the charges.
That being said, the latest update includes a Balance Report (customer's invoice and payments) and you can email that report manually.
Yeah, the monthly billing email actually makes it worse. they get an invoice for one amount and then get charged another.
The balance report is definitely helpful. Thanks. That at least saves me the time of printing invoices and payment receipts and matching them up for customers. Is there a way to select a date range?
Thanks, guys!
There is no date range selectable at the time, but it is something I can consider for the future.
Hi guys,
Is there any likelihood that you will add this feature soon?
I would sure like to provide a clear explanation of what we are billing every month...
sending manual reports every month isn't feasible.
thanks!
-jeff
No short term plans, sorry.
That being said, you can edit the body of the mail (Manage -> Email System -> Monthly Dues) and include a highlighted note that the payment will also include charges-to-account during the month. That should help alleviate some of the confusion.
Cheers
Andy
Actually, I did add this to the next update. In short, when an payment spans multiple invoices... when emailed, it will list all the details of all the invoices paid to avoid confusion.
Please sign in to leave a comment.