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

Modified on Wed, 30 Aug 2023 at 08:06 AM

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):

View Snack Bar Orders in the Point of Sale

Go to Point of Sale > View POS Orders

Choose a date range 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. Click the 3-dot menu to view, edit or delete an order.

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

Create or View Bills (Dashboard):

To Create bills Click on Finances > Create Bills

Click on the orders that you want to consolidate to a bill.

Then simply click the Send Bills button

To View Sent Bills, Click on Finances:

Go to Finances > View Bills

Choose the date range 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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