How update an expiration date upon a paid invoice
When a member pays an invoice, actions can be triggered to automate administrative tasks. Actions include:
- Send an email
- Set a new expiration date
- Unsuspend membership
- Increment guest passes (virtual guest passes)
Here is How
How to mark an invoice as paid (if they don't pay online)
Overview You may collect a payment outside of the software. An example is the member mails you a check. You'll want to mark the invoice as paid and trigger all the on-payment actions. The software will mark the invoice's status as Settled. Here ...
How to void an invoice
Overview Voiding an invoice will close the invoice without collecting a payment or triggering any on-payment actions. Here is How Click Invoices Click the gear icon of the invoice Click Void Invoice
How to cancel a recurring invoice or stop a scheduled invoice
Overview You can cancel a recurring invoice or stop a scheduled invoice that has not been created yet. Here is How Click Requests Click the invoice you wish to cancel Click the red stop icon
How to create a recurring invoice
Overview Organizations may send their members recurring invoices. Here is How Select the interval in the Recurrence field. To send the invoice only once, leave as Never.
How to use membership types to invoice
Overview Organizations may charge different membership fees for different membership types. The field called TYPE is intended to label different membership types within your organization. Utilize this feature to send different invoices to different ...
ePasses - Instructions for Patrons
Overview An ePass is a special file (.pkpass) you can store in a Wallet app on a mobile device. Display them to the attendant to gain access to your facility. How do I get my ePasses? Your community will send them to you by email. Check your Inbox ...
What is the recommended hardware?
Overview Our clients use a variety of PCs, smart phones, tablets, 2D QR barcode scanners, operating systems, and web browsers to access our services. Hardware We recommend using a PC running Windows 11 to access our web portal via Microsoft Edge ...
How to sell a 5 punch guest pass
Overview Patrons will purchase this ticket at the marketplace. These are the recommended settings for communities that wish to sell a guest pass that can be used up to five times. Five single use passes are issued but must be purchased in lots of ...
How Applications Work
Overview Patrons may request access to your facility by completing an application. Features Online Submissions Paper Submissions (if enabled) Custom Built Membership Types Collect Waivers Collect Unique Facility Information Collect Fees & Payments ...
How to upload your member list
Overview Administrators can upload their patrons (members) into the PoolPass software in bulk. Here is how Get your member list ready for upload. A properly formatted CSV (comma separated value) file is need to import members. Most spreadsheet apps ...