Sell at any Club

Creation of Bill Contract & Membership Bill

 

  • Now with centralization enabled you can create a membership bill for any center from any center
  • Click on the pencil icon
  • Search by the name or contact number of the client whose bill you want to create
  • With centralization you will no longer see the center name in client search
  • If it’s a new member then click on the membership bill icon and fill in the details of the client. The fields marked in the color pink are compulsory
  • Incase it is an enquiry, then there are 2 ways to create a bill of an existing Enquiry after searching the client.
  • Click on the quick link mini icon of the Membership Bill towards your right hand side or Click on the client's name and open the client profile. Once you are on the client profile, click on Bills & Receipts. Once you are on Bills & Receipt  page, scroll down and select “Create Membership Bill “.

   


 

  • As seen in the above image the first column will contain the member details, whats new is you will also see an option of 'Billed At' and ' Billed For'
  • Billed At will be the name of the center from which the bill is created
  • Billed for will be the name of the center for which the bill is created, So you can select the name of the center for which you are creating the bill
  • Automatically the relevant products, packages, contracts for the ' Billed For' center will reflect in the second section of products.
  • Select the product, package, contract
  • Incase it’s a contract , enter the credit card details that can be used to charge the recurring amount based on the pro rata basis
  • Click on additional payment tab to add any relevant additional payments
  • Section 3 i.e. My Cart will show the total amount to be paid
  • Payments section will allow you to select the mode of payment and make the relevant payments
  • Last is to save the page.
  • The page will get redirected to the client profile page
  • To take a print out click on Bills and Receipts and scroll down and click on view bill
  • Click on Print bill at the end of page
  • The printed receipt now will also contain the name of the center at which the bill was generated under 'Billed At'