Financials & Transactions

Learn how to process payments and gather financial information in your organization

Allowed Payment Types

Processing Fees as Cash

Create a Tax Rate

Tax Membership Plans

Tax Reservation Types

Tax Lesson Types

Tax Event Categories

Revenue Categories

Create Revenue Categories

Missing a Revenue Category

Creating and Managing Fees

Posting Recurring Fees

Applying Credits and Misc Fees to a Member Account

Transactions: Post Fees

Processing and Managing Payments

Three Ways to Collect Fees

How Member Credits and Balances Are Processed for Payments

How to Revert a Payment

Printing and Emailing Receipts

Create Custom Fields for Transactions

Configure Automated Refunds

Revert a Balance Refund

Issue Full and Partial Refunds

Issues Refunds from a Member's Page

Issue Refunds for Closures

Financial Reporting

Overview: Financial Reports

Generating a Payment Summary Report

Generating an EOD Report

Transaction List Report

Generating a Daily Revenue Report

Sales Summary Report

Payment Profile Declines Report and Decline Tracking

Financial Reporting FAQs

Exporting from CourtReserve to Quickbooks