INTRODUCTION
This article covers each setting under the Billing Settings row in the Admin Panel. To access it, navigate to SETTINGS—it’s the tenth row of icons in the panel. Each icon represents a group of related settings you’ll configure for your organization. The steps below walk you through the options. Note: Certain options are visible only when their related features are enabled in CourtReserve.
Quick Links
1. Integrated Payments
The Integrated Payments feature allows clubs to connect a payment provider—such as Stripe or SafeSave—to securely process transactions within CourtReserve. System users can configure payment methods, customize billing preferences, and decide how members can pay for reservations, lessons, memberships, and events.
Key Functions
Payment Provider Integration: Easily connect to Stripe or SafeSave by entering API credentials directly in CourtReserve.
Flexible Payment Methods: Choose which payment types the club accepts—such as credit cards (auto-enabled), eCheck, Pre-Authorized Debit (Canada only), cash, checks, or account credits.
Member Portal Payments: Allow members to pay online for bookings, memberships, and event registrations, or limit portal payments to only transactions that require upfront payment.
Automated Billing Options: Enable features like Auto Pay for membership dues and automatic application of account credits to unpaid balances.
Advanced Settings: Add convenience fees, manage failed payment profiles, and customize receipt messages to align with club policies.
By using Integrated Payments, clubs streamline their billing processes, reduce manual handling of payments, and provide members with a secure, convenient way to pay online—improving both administrative efficiency and the member experience.
Visual Examples:
System Users configure the settings:
Admins can process payments, and—if enabled—members can as well.
See the Integrated Payments articles here.
2. Revenue Categories
The Revenue Categories allow clubs to organize and classify income by type—such as court rentals, memberships, events, and merchandise. By linking these categories to activities across CourtReserve, clubs can automatically track where revenue is coming from for clearer insights and more accurate financial reporting.
Key Functions
Organize Revenue by Source: Create categories for different revenue streams like court rentals, membership dues, events, and retail sales.
Simplify Financial Tracking: Assign revenue categories directly to reservation types, event categories, membership plans, or POS items for automatic reporting.
Streamline Reporting: Generate Sales Summary reports that show income organized by revenue category for easy analysis and budgeting.
Visual Examples:
Reservation Type of Doubles-Pickleball is assigned to Revenue Category of Court Rentals (654).
Player books the Doubles-Pickleball reservation and pays $35:
Revenue is tracked on the Sales Summary Report under the Revenue Category of Court Rentals (654):
See the Revenue Category article here.
3. Memberships
This page mirrors the Memberships page found in Member Settings. Here, you can manage memberships and adjust their pricing and permissions, just as you would in the Memberships section.
The Memberships area allows system users to create, manage, and customize membership options for their club. Clubs can configure different membership types, define eligibility rules, and manage memberships to fit their specific policies and programs.
Key Functions
Individual Memberships: Create and manage memberships for individual players.
Family Memberships: Create family memberships to link family members under one membership for shared benefits.
Membership Settings: Configure pricing, booking rules, portal settings, and reservation policies that apply to each membership type.
Waitlist Management: Add players to a waitlist for memberships that have limited availability and promote them as spots open up.
Prerequisites: Set eligibility requirements for certain memberships (e.g., age, residency, or prior approval) to ensure the right players gain access to the right membership plans.
Visual Examples:
In this example, the admin created an individual membership with a custom set of benefits.
The player will see this membership option displayed in their Member Portal or mobile app as shown below:
When they click “Learn More,” the following details appear:
See the Membership articles here.
4. Misc. Fees
The Miscellaneous Fees feature allows clubs to create and apply charges to member reservations or equipment bookings that don’t fall under standard charges. These fees are ideal for unique charges—such as damage deposits or cleaning fees—and are added to the transaction total when applied.
Key Functions
Custom Fee Categories: Create and label different misc. fee categories (e.g., Damage Deposit, Cleaning Charge, Special Event Upcharge) for organized record-keeping.
Accurate Billing: All posted misc. fees are automatically added to the member’s Amount Due balance if applied and can be viewed under Billing > All Transactions.
Visual Examples:
In this example, the system user set up a $100 Damage Deposit that can be added to a reservation as needed.
This Misc. Fee is configured as a fixed charge that becomes available exclusively when a system user books the Party Room.
In this example, the player is charged $50 for the party room plus a $100 Damage Deposit, for a total of $150. A note was added for reference.
Understand how to apply credits and fees to member accounts here.
5. Invoice Settings 
The Invoices feature allows system users to configure and manage invoice settings to streamline billing and payment processes. This section controls how invoices are generated, displayed, and handled for both admins and members.
Key Functions
Customize Invoice Details: Add your organization’s name, address, logo, billing email, and phone number to personalize invoices.
Set Payment Rules: Define invoice due dates, control whether members can pay invoices in the Member Portal, and choose to restrict new payments if invoices are pending.
Flexible Display Options: Decide whether to show or hide member details (email, member number), display the date of reservation/event, and allow multiple invoices per account.
Improve Branding & Transparency: Upload a club logo and configure invoices to show detailed charges by default, enhancing clarity for members.
By tailoring invoice settings, clubs can ensure professional, accurate, and branded billing documents while giving members a convenient way to view and pay invoices online—reducing administrative effort and improving payment collection efficiency.
Visual Examples:
Example of Invoice Settings available:
In the member’s Billing > Transactions > Invoices tab, system users can generate an invoice.
Here’s an example of an outstanding invoice, where system users have the option to void, pay, email, or download the invoice as needed.
Example of the invoice email to member:
See Invoice related articles here.
6. Taxes 
The Tax Rates feature allows clubs to create and manage sales tax rates that can be applied to various products and services within CourtReserve.
Key Functions
Centralized Tax Setup: Create tax rates that can be applied to POS items, memberships, reservation types, lesson types, event categories, and packages.
Flexible Tax Options: Choose whether the tax is added to the item price (+Tax) or included in the item price (Includes Tax), allowing clubs to meet local tax regulations and pricing preferences.
By configuring Tax Rates, clubs can simplify compliance, reduce manual calculations, and ensure transparency in pricing—helping members understand costs upfront and ensuring accurate reporting for the organization.
Visual Examples:
View the Tax Rates articles here.
7. Recurring Fees 
The Post Recurring Fees feature allows clubs to schedule and assign ongoing or fixed-term fees to members’ accounts—either at the individual or family level. This tool simplifies the management of regular charges and ensures they’re consistently posted without manual entry each time.
Key Functions
Scheduled Fee Posting: Automatically post recurring charges such as monthly, quarterly, yearly, or custom-dated fees.
Flexible Fee Types: Apply fees to individual members or to the primary family account, and choose whether fees are ongoing or have an end date.
Customizable Setup: Define details like fee name, frequency, price, tax rate, revenue category, and the posting schedule.
Targeted Assignments: Use filters to apply fees by membership type, member status, or member groups for precise billing.
Member Management: Admins can view, add, suspend, cancel, or adjust recurring fees directly under a member’s Billing > Recurring Fee Schedule(s) tab.
Common Use Cases: locker rentals, maintenance dues, special program fees.
Recurring Fees help clubs save time, reduce manual billing errors, and streamline financial tracking by automating regular charges. It also provides flexibility for admins to pause, cancel, or edit fees as member needs change.
Visual Examples:
Here, a system user created a monthly maintenance fee.
System users can navigate to TRANSACTIONS > Post Recurring Fees to select the recurring fee and the members it should be applied to.
View the Post Recurring Fees article here.
8. Package Categories 
The Package Categories help clubs organize packages for easier setup, management, and reporting. By tagging packages with a category—such as Lesson Packages, Court Rental Packages, or Camp Bundles—system users can quickly group similar offerings and streamline reporting.
Key Functions
Organize Packages: Create categories to group similar packages, making it easier to locate and manage them during setup.
Simplify Reporting: Use categories to filter package data in the Packages Report, improving visibility into sales and usage.
Flexible Management: Easily edit, deactivate, or delete categories to keep package organization current.
Package Categories allow clubs to stay organized and analyze package performance more efficiently—saving admins time and improving financial insights.
Visual Examples:
Here, the admin organizes a lesson package under the Package Category of Pickleball Lessons.
These categories can then be used for filtering data when running the Packages Report:
View the Package Category article here.
9. Packages 
The Packages feature allows clubs to sell activity units in bulk for services like court time, lessons, events, or a combination of offerings. Members redeem “punches” from their package to pay for eligible activities, making payments more convenient while improving club operations.
Key Functions
Flexible Offerings: Sell packages for court bookings, lessons, single-date events, or mixed activities.
Purchase & Assignment Options: Packages can be purchased directly by members via the Member Portal/App or assigned automatically to eligible members each month.
Custom Pricing & Rules: Define the number of punches, set start and expiration dates, limit eligibility to specific memberships, and decide whether packages can be used before payment is collected.
Streamlined Payment Processing: Packages reduce payment transaction volume, lowering processing fees and improving cash flow by collecting revenue upfront.
Comprehensive Tracking: Admins can view punch usage, remaining balances, payment history, and eligible activities within the admin portal.
Visual Examples:
System users can monitor a member's package usage:
They can also apply the package for payment:
When a Player/Member registers for an event or reservation eligible for their existing package—and if the organization requires upfront payment—they will see the following screen, allowing them to apply their package for payment.
See the Packages articles here.
10. Auto-Refund 
The Auto Refunds feature enables clubs to automate the refund process for eligible bookings—such as court reservations, lessons, drop-ins, or full events—according to predefined rules. By configuring time-based cutoffs and refund amount thresholds, clubs can ensure quick and consistent refunds while reducing manual administrative work.
Key Functions
Automated Processing: Automatically approve refunds for eligible cancellations that meet your club’s policies (e.g., cancellations made more than a set number of hours before the booking).
Custom Thresholds: Define cut-off periods for automatic approvals and set maximum refund amounts that can be auto-approved; larger amounts require manual review.
Flexible Refund Destinations: Refunds are automatically directed to the original payment method (e.g., credit card, e-check) or to account credit, based on your settings.
Admin Oversight: Refunds that exceed thresholds, fall outside the allowable window, or involve unsettled payments are flagged for manual approval in the Pending Refunds list.
Auto Refunds help clubs save time, reduce errors, and improve customer satisfaction by streamlining the refund process and providing clear rules for both staff and players.
Visual Examples:
The below example shows thresholds and refund destination settings:
View the Automated Refunds article here.