Members - Billing Tab | Court Reserve Help Center

INTRODUCTION

Feature Summary: System users can review a member's billing history and manage transactions.
Use Cases: Review fees, payments, balances, and punch usage. System users can also pay or void bills, print recipes, sell packages, and create a payment profile for a member.

The Membership tab is one part of a member profile. Click here to learn how to add a member.

Open a member profile (MEMBERS > SEARCH) and click the Billing tab.

The Billing page has three main sections:

Transactions - Click this tab to review and update payment information. (details below)
Packages - This section shows the member's current and used packages and punch usage, and will only show if your organization is using the Packages feature. System users can sell a package to the member from this page. Click here to learn about packages.
Payment Profiles - This section lists payment profiles for the member, if any. Normally, a member creates their own payment profile, but a system user can launch the payment profile creator and work with a member to fill in the fields.

This section has five Quick Start buttons and six tabs. Click a link to jump to a section.

Use these buttons to launch a specific type of transaction.

Payment - Open the Payment page. Use the checkboxes to select one or more payments to process. Choose a payment type, and click Save. Optionally, add a payment profile.

Post a Fee - Add a fee to the member's account. CourtReserve posts this fee on the Balance Adjustments tab.

Refund - Locate a payment on the table and click the Refund button. In the popup window, confirm the details and select a refund destination (e.g. balance, cash, credit card). CourtReserve automatically adjusts the balance.

Preload Balance - Members can add funds to their accounts. Those funds are used to reduce the balance owed now or in the future. Select a payment type, enter the amount, and then click the Process Payment & Preload Balance button. CourtReserve posts this payment on the Balance Adjustments tab.

See the fees owed.

Optionally, check the box to hide fees owed for future bookings. This creates two balances: Current Balance (excludes upcoming bookings) and Balance (which includes past and upcoming bookings). This setting will only show if Exclude Future Reservation/Events from Member Balance is enabled under Settings > Portal Settings > Setup.
Each row in the table shows a transaction summary. Click the plus (+) icon to expand the folder and review details.
Click the Pay button to launch the payment page and pay a fee, or click Void and cancel the unpaid fee.

See a record of payments and issue refunds.

Use the date fields to narrow search results in the table. (optional)
Each row in the table shows a payment summary. Click the plus (+) icon to expand the folder and review details (e.g. payment type).
Click the Transaction link to open a new page that displays debts and credits.
To issue a refund, click the date link. A new page displays with a Refund button.

Generate a receipt, issue refunds, and export the records.

Use the date fields to narrow search results in the table. (optional)
Click the date link to print or email a payment receipt.
Click the Transaction link to open a new page that displays debts and credits. To issue a refund, click the date link on a payment row in the table. A new page displays with a Refund button.
Click the Export to Excel button to download the table records in an .xlsx file.

See non-standard changes to the member's account balance (e.g. posted fees or preload payments).

See all transactions in one table, revert a refund, manage payments, and export records.

Use the date fields to narrow search results in the table. (optional)
Click the date link to see transaction details and print or email a payment receipt.
For refunds to an account balance, click the date link to revert a refund.
Click a button to pay or void an amount owed.
Click the Export to Excel button to download the table records in an .xlsx file.

See all punch transactions in one table, revert a punch payment, manage payments, and export records.

Use the date fields to narrow search results in the table. (optional)
Click the date link in the Payment row to see transaction details.
Click the date link in the Fee row to issue a punch refund.
Click the Export to Excel button to download the table records in an .xlsx file.
Click the arrow icon to date link to revert a punch and change the status of the bill to unpaid.