Customer Accounts and Billing
Tee On has 2 separate accounts for courses to offer their customers. First, a general On Account function that can be set up for any type of charge at the club and the second is a specialized Membership Account that is restricted to Membership/Yearly Rental Items.
On Account
On Account is a general account that can be setup for members, public players, tournaments, events, etc. for any type of charge. Customers who have any account can charge any type of item to it: memberships, proshop merchandise or food and beverage.
Statements
Statements are generated and can be uploaded to the web, emailed or printed for customers. When generating statements, you have the option between a Monthly On Account Statement which lists the transaction ID, date and amount and the Monthly On Account Statement – Detailed which lists the transaction ID, date, amount and item(s) purchased. Note: Only active members can view their statements online.
On Account Payments
When a customer is paying their account, it is important to select the “Account Payment” button in the bottom left of your Sales Screen or found under “More Functions”. (The exact location of the “Account Payment” button depends on your club’s order of the function buttons). Type in the amount the customer is paying and then select their method of payment from the payment types.
Reporting
The POS includes a number of reports on customer accounts and balances. Most clubs use the Account Summary Report and/or the Aged Receivables Report when reconciling the accounts.
Account Summary Report -Allows you to set a start and end date and will list the customer’s balance on the start date, dollar value of purchases for the time period, dollar value of payments for the time period and balance on the end date.
Aged Receivables Report –Allows you to set the date that you want to view the receivables for and lists customers with their amount owing for 30, 60, 90 and 90+ days.
Membership Account
The Membership Account is an account that can be setup for members to keep membership charges separate from regular house account charges. Only items that are setup with the Item Type of Membership/Yearly Rental Item are eligible to be charged to the Membership Account. The name or intent of an item does not matter when it comes to the eligibility to be charged to the Membership Account, the item must be a Membership/Yearly Rental Item.
If you want to be able to setup deferred payments or have a set amount charged on a customer’s credit card every month you will need to use the Membership Account to facilitate this. Tee On is integrated with the Moneris Vault which allows you to store your customer’s credit card information with Moneris and charge a set monthly amount or their statement balance to their credit card.
For more information on setting up Membership/Yearly Rental Items please see the support pages:
Creating a Membership Item
Creating Annual Rental Items
Creating Items with Deferred Payment Schedules
Statements
A Membership Statement can be generated and uploaded to the web or printed for members. The Membership Statement includes the date, transaction ID, amount, item(s) purchased and details on deferred payments.
Membership Account Payments
When a customer is paying their Membership Account, it is important to select the “Membership Payment” button in the bottom left of your Sales Screen or found under “More Functions”. (The exact location of the “Membership Payment” button depends on your club’s order of the function buttons). Type in the amount the customer is paying and then select their method of payment from the payment types.
Reporting
The POS includes a number of reports on membership accounts and balances. Most clubs use the Account Summary Report and/or the Aged Receivables Report when reconciling the accounts.
Account Summary Report -Allows you to set a start and end date and will list the customer’s balance on the start date, dollar value of purchases for the time period, dollar value of payments for the time period and balance on the end date.
Aged Receivables Report –Allows you to set the date that you want to view the receivables for and lists customers with their amount owing for 30, 60, 90 and 90+ days.