Sending receipts in Clubworx is easy and only takes a few clicks!

Setting Tax Rates

Before you begin to send receipts, you will need to ensure you've set up your tax rate. The tax rate will not change the price of your memberships, it only affects showing how the price is broken down on the receipt. This means that your membership prices should already include tax.

To set up your tax rate head to "Admin" then "Account Profile" and scroll down to "Membership Payments" then click "Manage Tax Rates" (if you don't need a tax breakdown on your receipts, you can tick the "Or, treat membership payments as tax-exempt" (If so, you can skip down to "Setting Receipts in Membership Plans")

Under "Manage Tax Rates" you will be able to click "Add Tax Rate":

Here you will be able to set the name, percentage of the tax, rounding rule, and by how much it is rounded: 

Now you will be able to go back to "Admin" then "Account Profile" and choose the tax rate from the drop down. (You will be able to have multiple tax rates, but you will only be able to use one at a single time.) - Choose the tax rate you'd like to use, then click "Update Gym":

Setting Receipts in Membership Plans

When setting up a membership plan by going to "Admin" and then "Membership Plans", you will be able to indicate if you'd like the default setting of the membership to have the member sent a receipt:

Under the "Payment Receipts" section, you will be able to tick the "Email receipt to Member on successful payment?" box.

If you'd like to also receive a copy of the receipt, you can CC yourself by ticking the "CC [email] on receipt" and select your email from the drop down.

Then you choose if the receipt includes or excludes tax. 

Changing Receipt Settings for Existing Members

Changing the default setting for a membership plan will not effect existing memberships who have that plan base. To change receipt settings for an existing member, go to their contact profile and click the edit button on their membership:

Then tick the "Email receipt to Member on successful payment?" box.

If you'd like to also receive a copy of the receipt, you can CC yourself by ticking the "CC [email] on receipt" and select your email from the drop down.

Then you choose if the receipt includes or excludes tax.

Be sure to click "Save" once you're done!

Sending a Receipt for a Past Payment

Once you've set the receipt settings for the memberships, you'll now have the option to send receipts for past payments.

Go to "Payments", then click the cog at the end of the payment link, and select the new option "Resend invoice receipt" to send the receipt for that payment to the member: 

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