Financial & Transactions

Take payments using our integrated payment services.

Tim Owens avatar Ashley Owens avatar Justin Harrell avatar
52 articles in this collection
Written by Tim Owens, Ashley Owens, and Justin Harrell

Allowed Payment Types

This article shows you how to customize the allowed Payment Types at your club.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Financial Summary Reports

An in-depth look at CR's 5 biggest Financial Summaries: Transaction List, Sales Summary, Payments Summary, EOD, and Daily Revenue
Justin Harrell avatar
Written by Justin Harrell
Updated over a week ago

Setting Up Payment Integration

This article shows you how to set up your payment integration inside of CourtReserve.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Revenue Categories

This article shows you how to set up Revenue Categories.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Posting Recurring Fees

This article shows you how to set up and post recurring fees.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Integrated Payment Partners in CourtReserve

CourtReserve is integrated with payment providers Safesave and Stripe. This allows clubs to process fees and memberships.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Process Guest Fees

This article shows you a few ways you can process guest fees.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Exporting from CourtReserve to Quickbooks

This article shows you how to export your Sales Summary report from CourtReserve to Quickbooks.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Revert a Balance Refund

This article shows how to revert a refund that was accidentally made to a player's balance rather than to their original form of payment.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Print Detailed Invoices from Batch Billing

This article shows you how to print the detailed invoices from your batch billings.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Batch Billing: Invoice Example

This article shows you what Invoices will look like for your players.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Manual Credit Card Swipe

How to choose the payment type manual credit card and use a swiper.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Batch Billing: Membership Frequencies

This article shows how you can manage what membership dues are invoiced when running Batch Billing.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Mass Update Billing Dates for Members

You can adjust the new next billing date for memberships.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Tax Rates for Posting MISC Fees

Now you can choose to add tax rates onto misc fees when posting a fee onto accounts!
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Calculate Fee for Each Player

This article shows you how to set up split court costs so that each member pays for their own fees as well as guest fees.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Transaction Custom Field

You may want to indicate a check number or other notes on a transaction.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Members Paying for Court Reservations at the Time of Booking

Have your members pay for their court reservations.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Applying Credits and Misc Fees on Member Account

Easy way to credit or debit a member account
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Missing a Revenue Category

Misc fee and forgot to associate a Revenue Category?
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Stripe

Explains how to set up Stripe and the fees.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Batch Billing: Voiding Invoices

This article discusses the instances in which invoices are voided automatically in the system from Batch Billing.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Batch Billing and Invoicing

This article describes set up and invoice.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Financial Reporting FAQs

This article goes over financial reporting questions
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

FAQs: Batch Billing

This article answers questions for Batch Billing and invoicing.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Collect Fees

This article goes over how to collect fees.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Tax Rates Overview

This article shows how to create tax rates as well as assign them in Point of Sale (POS), Memberships, and Court Reservations.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Event Transactions

This article discusses the new 'Save and Pay' feature found under the 'Transactions' tab in Events.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Setting up SafeSave / Paysafe Payment Account

Steps to setting up credit card and ACH payments for SafeSave/PaySafe
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Refunds, Partial Refunds and Rescheduling a Paid Reservation

This video shows you how to process refunds, partial refunds, as well as reschedule a paid reservation.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Adding Tax to Memberships

This article describes how to set up a tax rate to add to your membership charges
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Post Fees, Batch Billing and Point of Sale with Inventory Management, Payment and Sales Revenue Reporting

Overview Video
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Setting up Payments inside CourtReserve

Our quick and easy guide to get payments integrated.
Tim Owens avatar
Written by Tim Owens
Updated over a week ago

Cash Refunds

This is how you process cash refunds.
Tim Owens avatar
Written by Tim Owens
Updated over a week ago

Transaction List Report

This article shows how to access your Transaction List as well as the basic features offered.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Payments: Setup of Preauthorizations

This article discusses how to setup Preauthorizations in CourtReserve.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Custom Costs

This article discusses how to set up custom costs for your courts and ball machines such as varying rates based on the time of day booked.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Daily Revenue

This article breaks down the Daily Revenue feature as well as how to run and export the report.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How Member Credits and Balances Are Processed for Payments

This article describes how member credits and balances are processed for payments via CourtReserve.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Payment Profile and Required Payments

This article goes over the difference between requiring payment profiles and requiring payment as well as how to setup these features.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Refund a Fee

This article shows how to refund a player's account, as well as how to revert accidental refunds to the balance even for a POS fee,
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Transactions: Refunds Tab

This article shows the new refunds tabs for pending, accepted, and refused refunds.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How Members Pay for Fees on Mobile Device

This article shows how members can pay their court fees on their mobile device from the CourtReserve app.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Members Paying Account Fees

This article shows how members can pay account fees
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Processing Fees as Cash

This article shows how to process fees as cash in your system transactions.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Batch Billing: Regenerating Invoices

This article shows you how to regenerate an invoice that has been voided from Batch Billing.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Transactions: Post Fees

This article gives an overview into Post Fees - what they are and how to use them in your club.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Pending and Processed Refunds

This article goes over how to view, process, and/or reschedule REFUNDS in your CourtReserve system.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Revert or Void a Payment

This article explains the difference between Voiding and Reverting payments inside CourtReserve.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

Printing and Emailing Receipts

Now you can email or print receipts at your club! See the article and tutorial video below to learn more.
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

How to Add Taxes to Court Reservations

This article discusses how to add tax rates to court reservations when members go to 'Book a Court.'
Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago