Processing Membership-transactions using Back office
In this article you will learn how to Process membership transaction using Back office.
Pre-requisite: Pay later needs to be enabled in Settings > Payment methods
Setup
Go to Settings > Company settings and additional settings.
1. Enable "Allow membership sales using Pay Later"
- As soon as this is turned on, you will be able to select which day of the month you want this feature to charge your customers
2. Select what day of the month the transactions should be charged on
Processing on the web register
If you need to process a transaction immediately, please follow the steps below. All transactions will be processed on the day you set up in the additional settings (the step above)
1. Go to the Account receivable report
2. Once there, set the start and end date, enter the ticket number or select the customer and press See Report
3. Check a ticket that you wish to process and click on the Batch Actions button
4. Press on Pay and the system should automatically take you to the web register
5. Press Click to pay and select your desired payment method to finish the transaction.
6. The transaction is completed
Related Articles
Franpos October 2024 Web 6.8 update
You can press on the images/animations to zoom in and make them bigger Release date October 15th, 2024 New Features FPW15208 Booking: Added a feature to update the prices of future appointments and add-ons. This is available under Booking Settings > ...Tickets - View (Back-office)
The back office features a section where all synced tickets from the POS displayed. Receipts can be printed from this section. Tickets Select date by Quick date or Start and End Click ‘Generate’ The table should appear on your store sales Using ...Enabling Multi-location Store Pickup
In this article you will learn how to enable and set up Multi-location Store Pickup. First, navigate to back office Settings >> Delivery settings (direct link https://my.franpos.com/DeliverySettings ) In Delivery Settings, scroll down to Pickup ...Membership - Maintenance
In this article, you will learn how to view, stop, and edited membership for customers. Back office > Reports > Products > Rental/Membership products View Search customer by name or membership ID at ‘Advance options’ Press ‘Generate’ to view Shows ...Ticket - Refund (Back-office)
In this training, you will learn how to refund ticket from the back-office. Tickets Select Date by Quick date or Start and End Enter the 'Ticket number' Press 'Generate' You should see that transaction appear Click on ticket 6.Select three dots on ...