Completing a Transaction with Cash, Check, or Charge
The Transaction - Member Payment window will
appear.
There are five possible methods to collect money for
any transaction:
Please see below for details on each method.
Cash Remittance
- In the Transaction window click Cash (or
press the ‘A’ key) to accept
a cash payment.
- Enter the cash received (you don’t need to include
the decimal or cents) and click OK or press the Enter
key.
Check the Print Receipt
checkbox if you need a receipt.
- Gym Assistant will display the Change
Due window and you get one more chance to print a receipt.
- Click OK to close the Change Due
window.
Check Remittance
- In the Transaction window click Check (or
press the ‘H’ key).
- Enter the check number (optional).
Charging
a Credit Card with Card Present
- In the Transaction window click Credit Card
(or press the ‘R’ key).
- If you have a USB credit card reader swipe the
card through the reader. Otherwise just enter the credit card information.
- Click Charge This Card or press the Enter
key to complete the transaction.
Note: If you will submit this charge outside
of Gym Assistant (e.g. through a standard desktop retail credit card terminal)
then click Manual Charge. You will then be asked if the charge
was approved or declined. Be careful, though … clicking Manual
Charge will record the payment, but it will not submit the
charge for you.
Charging
a Credit Card on File
- Click CC on File (or press the ‘C’
key) to charge the credit card on file for this member.
Note: This button is only enabled
if the currently displayed member has his billing option set to Credit
Card.
- Click Yes to confirm that you want to charge
the members card on file.
- After submitting the charge Gym Assistant will
report if the charge was successful.
Applying Charge to
Member Account
Gym Assistant can allow a member to charge purchases
or membership fees to her member account (basically to “run a tab”), which
will add a given amount to the member’s Account Balance. When
the member makes her next membership payment her account balance will
automatically be added to the membership fees to be collected, and the
balance will be cleared.
- Click Member Account (or press the ‘M’
key) to charge this transaction to the Member account for this member.
Note: The Member Account button
is only enabled if the currently displayed member has a Billing Status
of Active.
- Click Yes
to confirm the charge to the member’s account.
- Gym Assistant will report the member’s new account
balance.