Financial & Transactions

Take payments using our integrated payment services.

Tim Owens avatar Ashley Owens avatar Bailey-Grace avatar
50 articles in this collection
Written by Tim Owens, Ashley Owens, and Bailey-Grace

Allowed Payment Types

This article shows you how to customize the allowed Payment Types at your club.
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Written by Bailey-Grace
Updated this week

Revenue Categories

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

Posting Recurring Fees

This article shows you how to set up and post recurring fees.
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Written by Bailey-Grace
Updated this week

Integrated Payment Partners in CourtReserve

CourtReserve is integrated with payment providers that will work all over the world. This allows clubs process fees and memberships.
Ashley Owens avatar
Written by Ashley Owens
Updated this week

How to Process Guest Fees

This article shows you a few ways you can process guest fees.
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Written by Bailey-Grace
Updated this week

Exporting from CourtReserve to Quickbooks

This article shows you how to export your Sales Summary report from CourtReserve to Quickbooks.
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Written by Bailey-Grace
Updated this week

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.
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

How to Print Detailed Invoices from Batch Billing

This article shows you how to print the detailed invoices from your batch billings.
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

Batch Billing: Invoice Example

This article shows you what Invoices will look like for your players.
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Written by Bailey-Grace
Updated this week

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 this week

Batch Billing: Membership Frequencies

This article shows how you can manage what membership dues are invoiced when running Batch Billing.
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

Mass Update Billing Dates for Members

You can adjust the new next billing date for memberships.
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Written by Bailey-Grace
Updated this week

Tax Rates for Posting MISC Fees

Now you can choose to add tax rates onto misc fees when posting a fee onto accounts!
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

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 this week

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 this week

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 this week

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 this week

Missing a Revenue Category

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

Stripe

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

Batch Billing: Voiding Invoices

This article discusses the instances in which invoices are voided automatically in the system from Batch Billing.
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

Batch Billing and Invoicing

This article describes set up and invoice.
Ashley Owens avatar
Written by Ashley Owens
Updated this week

Financial Reporting FAQs

This article goes over financial reporting questions
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Written by Bailey-Grace
Updated this week

FAQs: Batch Billing

This article answers questions for Batch Billing and invoicing.
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Written by Bailey-Grace
Updated this week

How to Collect Fees

This article goes over how to collect fees.
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Written by Bailey-Grace
Updated this week

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.
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

Event Transactions

This article discusses the new 'Save and Pay' feature found under the 'Transactions' tab in Events.
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Written by Bailey-Grace
Updated this week

Setting up SafeSave Payment Account

Steps to setting up credit card and ACH payments for SafeSave
Ashley Owens avatar
Written by Ashley Owens
Updated this week

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 this week

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 this week

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 this week

Setting up Payments inside Court Reserve

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

Cash Refunds

This is how you process cash refunds.
Tim Owens avatar
Written by Tim Owens
Updated this week

Transaction List Report

This article shows how to access your Transaction List as well as the basic features offered.
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Written by Bailey-Grace
Updated this week

Payments: Setup of Preauthorizations

This article discusses how to setup Preauthorizations in CourtReserve.
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Written by Bailey-Grace
Updated this week

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.
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Written by Bailey-Grace
Updated this week

Daily Revenue

This article breaks down the Daily Revenue feature as well as how to run and export the report.
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Written by Bailey-Grace
Updated this week

How Member Credits and Balances Are Processed for Payments

This article describes how member credits and balances are processed for payments via CourtReserve.
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Written by Bailey-Grace
Updated this week

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.
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Written by Bailey-Grace
Updated this week

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,
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Written by Bailey-Grace
Updated this week

Transactions: Refunds Tab

This article shows the new refunds tabs for pending, accepted, and refused refunds.
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Written by Bailey-Grace
Updated this week

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.
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Written by Bailey-Grace
Updated this week

Members Paying Account Fees

This article shows how members can pay account fees
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Written by Bailey-Grace
Updated this week

Processing Fees as Cash

This article shows how to process fees as cash in your system transactions.
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Written by Bailey-Grace
Updated this week

Batch Billing: Regenerating Invoices

This article shows you how to regenerate an invoice that has been voided from Batch Billing.
Bailey-Grace avatar
Written by Bailey-Grace
Updated this week

Transactions: Post Fees

This article gives an overview into Post Fees - what they are and how to use them in your club.
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Written by Bailey-Grace
Updated this week

Pending and Processed Refunds

This article goes over how to view, process, and/or reschedule REFUNDS in your CourtReserve system.
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Written by Bailey-Grace
Updated this week

How to Revert or Void a Payment

This article explains the difference between Voiding and Reverting payments inside CourtReserve.
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Written by Bailey-Grace
Updated this week

Printing and Emailing Receipts

Now you can email or print receipts at your club! See the article and tutorial video below to learn more.
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Written by Bailey-Grace
Updated this week

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.'
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Written by Bailey-Grace
Updated this week