How To View Orders, Create Bills and View Bills in Point of Sale

Modified on Tue, 06 Dec 2022 at 01:49 PM

Many pools have found it easier not to handle cash at the pool at all.  They have chosen to allow their membership to put their front desk guest credits on account or have their snack bars fully enabled to stop taking cash.  These are the steps which will allow you to create bills for your membership to pay these on account orders.

Guest passes can be placed on account and so can items in your snack bar.  In both places, you can see the orders which were placed.

In the dashboard is where you'll create or view bills no matter where they originated

Point of Sale  (Snack Bar Orders):

In Point of Sale, click View POS orders.  

Choose a time frame you want to see and click on get orders. 

If you want to see a payment status, you can choose that or choose all.  

You may also choose to further segment your view by looking at an account number or name in particular

If you need to modify or delete a particular order you can do so from this screen.

If you want to have a report, you can click download csv.

Guest Pass Sales 

To view your guest pass sales go to Finances >> Guest Pass Sales 

This will show you the orders for guest passes only.

Create or View Bills (Dashboard):

To Create bills Click on Finances

Go to Create bills

Click on the orders that you want to consolidate to a bill (here there just 1)  

Then simply click the Send Bills button

To View  Click on Finances

Go to View Bills

Choose the time frame if you would like. 

You can click on the payment status and sort. 

As members pay their bills, you will see the date the bill was created, sent and paid.

Members can make payments on these open bills by following these directions  

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