Migration Agent Default
Articles
-
Custom Report: Members - with ACH and CC
Report Description: Generates a report showing a list of members that have both ACH and CC records on file. Oftentimes ACH is less expensive to process, but if both records are shown, then CC will ...
-
Conducting Z-Out register reconciliation
Here is how to conduct a Z-out register reconciliation. To get started, click POS to launch the Point of Sale system. Click the POS History button at the bottom right of the screen. Select...
-
Changing a payment date in a customer’s account
If you need to change the date on a payment that has already been made you can easily do so in the Customer Account window. To access the Customer Account window, find the customer in either the ...
-
Sales Tax Report - Tax-Inclusive Sales
Because tax-inclusive sales are 0% tax sales, these sales will not show up in journal entries or QuickBooks imports. The only way to report on tax-inclusive sales is by using the Sales Tax Report a...
-
Creating a Yes/No field in a waiver form
A Yes/No field can be added to a waiver form to help capture consent. Here we’ll look at the settings you’ll need to make to create a Yes/No field. To get started, create a new text field, select...
-
Adjusting the number of punches on a member’s punch card account
If a customer purchases more punches you will need to add the new number of punches to their punch card account. Note that this option is only available for electronic scan cards. Look up the cus...
-
Restricting Staff Access to Scanned Documents
If you have a form that requires sensitive customer information, like credit card numbers or social security numbers, you can restrict access to those forms so that only a manager will be able to a...
-
Adding a new youth program group
Once you have a product created for your youth program group you can create the group itself. In the Data Entry main window, click View and select Youth Program Groups to bring up the Youth Progr...
-
Sending a Test Email
Once you’ve crafted an email template, you’ll be able to test your email action to ensure the email looks just the way you want it. All test emails will be sent to the test mode email address you e...
-
Excluding a Customer From Billing
If a customer’s credit card keeps coming back as declined for a few months you can easily exclude the customer from billing. You can exclude a customer from billing from several different places i...
