Migration Agent Default
Articles
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Moving an invoice to another customer
Occasionally you may have a customer ask you to move an invoice for something like a birthday party booking to their spouse’s account. If you have invoiced one customer and wish to transfer it to a...
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Creating mass dues changes
When you increase your EFT dues in the Manage Settings window, this will charge the new EFT rate when you sign up new members. However, for existing EFT members you will also need to create a mass ...
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Issuing a credit in Point of Sale
If you need to issue a credit to a customer account you can do so through the Point of Sale system as part of a transaction. To get started, click POS to launch the Point of Sale system. Clic...
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Voiding an invoice for a customer
If you need to void out an existing invoice for a customer you can easily do so in the Customer Account window. To access the Customer Account window, find the customer in either the Data Entry o...
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Automatically adding monthly guest passes for members
You can set the system to automatically add guest passes for all members each month; note that guest passes do not roll over to the following month. In the Data Entry main window click Manage an...
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Adding a late fee in Point of Sale
If a customer is late in making a payment you can add a late fee in Point of Sale as part of a transaction. To get started, click POS to launch the Point of Sale system. Click the Customer bu...
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Overview of the Customer Account window
The Customer Account window is where you will manage invoices and payments for each individual member. Here are the actions you can take in the Customer Account: Invoices Tab Void an invoice Move ...
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Workaround for creating a belay certification expiration
There is no option for directly creating a belay certification expiration; for the most part it would be unnecessary and would potentially alienate repeat customers. However, what you can do is set...
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Paying an account balance in Point of sale
If you have a customer with an account balance that they wish to pay you can look it up and process the payment in the Point of Sale system. To get started, click POS to launch the Point of Sale ...
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Setting proficiency levels
For each customer you can assign their proficiency level, ensuring they are only using the facility at the level of their skill. In the settings you can set which levels of proficiency you would li...
