Add Sale

Any time you need to add a sale to a member's account, click on the Add Sale button at the bottom of their Account Statement box.

Choose how you would like to collect this payment.

• The customer already paid
• Charge the credit card or ACH on file
• Charge a new credit card or ACH account
• Add to Balance (to be charged at next auto-billing)

Under “Payment For"

• Click the drop-down menu and select the applicable item.

If the item is pre-defined, the system will auto populate the price and description.

• If you choose an option like "retail sale," you will need to manually enter the price for the item.
• You can then edit, or add to, the description as well.

Click Save (if the customer already paid or you are adding to balance), or Charge Account (if you are charging the payment method on file).

If charging an account, you will see a “Transaction Details” pop-up.

If the customer already paid, or you are adding to the balance, the system will direct you back to the account and you can confirm on the member’s account statement that the charge is correct.