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How to Set Up Offline Payments and Mark a Payment as Offline

1. Open the Club Payment Card settings 0:00

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  • Go to Settings Hub in the left-hand menu.
  • Scroll all the way down to General Settings.
  • Slide across to the right until you find Club Payment Card.
  • This is where you set up the card that will be used for offline payment fees.

2. Add and save the card details 0:19

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  • Enter the card details for the card you want fees taken from.
  • Make sure this is the correct card for offline payment processing.
  • Click Save Club Card.
  • Once saved, the card is ready for offline payments.

3. Go to outstanding invoices 0:40

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  • Open Financials.
  • Select Outstanding Invoices.
  • Find the invoice for the person who paid offline.

4. Mark the invoice as paid offline 0:48

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  • Select the relevant invoice, such as Evie Murray in the example.
  • Open the Action drop-down menu.
  • Choose Mark Paid Offline.
  • Confirm by applying the action to the invoice.

5. Confirm the payment was registered 1:11

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  • The invoice should disappear from Outstanding Invoices.
  • This confirms the payment has been marked correctly as offline.
  • The payment is now registered in the system.