To start, we'll go to SETTINGS > BILLING SETTINGS:

From here, we'll start at Integrated Payments:

Here, you can select your payment provider:

You can also customize your settings to:

To learn more about setting up your SafeSave payment account, CLICK HERE .

Here we can manage our Revenue Categories:

Once these categories are created, we can assign them in areas such as our Point of Sales or regular club Transactions.

If we were to go run a Transaction Report like a Sales Summary Report.

We could now apply the Revenue Category filter:

CLICK HERE to learn more about our Revenue Categories.

This page will look the same as the MEMBERSHIPS page found in the MEMBER SETTINGS. Here, we can manage our memberships as well as adjust pricing / permissions for them just like in the Memberships section.

Here, we can see misc. fee categories that we have created to be categorized for record keeping:

CLICK HERE to see how to apply misc fees to member accounts.

If we keep scrolling, we'll see additional Invoice Settings:

Taxes

Here, we can create Tax Rates to apply to various transactions in the club:

These tax rates can be applied to things such as Point of Sale, Reservations / Lesson Types, and Memberships.

Tax Rates Overview

Setting Up Tax Rates in the Point of Sale

Adding Taxes to Memberships

Adding Taxes to Court Reservations