Minimum Charges

Create the Minimum Charge Item

1. Click Admin
2. Click Items and Departments
3. Select the department or sub-department the item is being added to.
4. Click Add Item
5. Type a SKU for the item.
6. Type a Name for the Item.  Press Tab three times to copy the Name to Button Text, Receipt Description and Label Text.
7. Set the Accounting Reference
8. Set the Tax
9. Set the Item Type to "Non-Inventory Item"
10. Type a Retail Price– (enter the amount of the minimum  charge)
11. Click Save

Create the Minimum as a Batch Payment

1. Click Admin
2. Click Customers
3. Click Batch Payment Setup
4. Click Add Batch Payment
5. Type a Description
6. Click Choose Item
7. Select the item. 
8. Select Minimum Payment
9. Click Set Departments
10. Select the departments you want the minimum to be available to, for example, Food and Beverage
11. Click Set Members
12. Select the members you want the charge to be applied to.
13. Click Ok
14. Click Ok

To Display the Minimum Balance on the Member’s Statement

1. Click Admin
2. Click Reports
3. Select the Monthly On Account Statement report. 
4. Click Ok    
5. Check the box beside Include Minimum Batch Payments
6. Click Ok

Viewing the Minimum Balance in the POS

1. Click Admin
2. Click Customers
3. Search and select the customer. 
4. On the Member Type tab, click Batch Payment/Rental List. 
5. Click Check Minimum Payments
6. Select the date range.
7. Click Continue

Applying the Remaining Minimum Balance to a Member’s Account

1. Click Admin
2. Click Customers
3. Click Batch/ Automated Payment
4. Click Batch Payments
5. Set the date range.
6. Select the payment date.
7. Highlight the batch payment in the list .
8. Click Continue
9. Click Apply