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Pickleball Facility Setup
Module 7: Fees, Payments, and Financial Reporting
Generate a Pickleball Payment Summary Report
Generate a Pickleball Payment Summary Report

Module 7 (9/11)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create and download a payment summary report.

  • Use Cases: System users can see all payments made to the club's CourtReserve account during a given day (or other time frame).

Module 7 is an eleven-part quick-start guide highlighting the key steps admins should complete when using financial reporting. This article is Part 9.

  1. Part 1: Set Reservation Costs

  2. Part 2: Set Custom Reservation Costs

  3. Part 3: Set Pickleball Event Prices

  4. Part 4: Set League Session Prices

  5. Part 5: Manage a Customer Account

  6. Part 6: Process a Pickleball Payment on the Scheduler

  7. Part 7: Generate Pickleball Transaction List Reports

  8. Part 8: Generate a Pickleball Sales Summary Report

  9. Part 9: Generate a Pickleball Payment Summary Report

  10. Part 10: Generate an Aged Fees Report

  11. Part 11: Generate a Pickleball EOD Report


SETUP REQUIREMENTS

Go to the side menu and click TRANSACTIONS > PAYMENT SUMMARY. Manually set the start and end dates with the calendar icons or click the field to select a pre-built period (e.g. Current Year). Enable any combination of filters to narrow the focus of a report.

After setting filters, the PAYMENT SUMMARY table displays the figures. To download (.xlsx or PDF) or print the report, click the Export button.

  • Click a figure in the PAYMENT SUMMARY table to get a detailed breakdown in a new window.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 7's video that covers the information in this article.

Watch the entire Module 7 video to learn about financials.


What's next?

  1. Read Module 7, Part 1: Set Reservation Costs

  2. Read Module 7, Part 2: Set Custom Reservation Costs

  3. Read Module 7, Part 3: Set Pickleball Event Prices

  4. Read Module 7, Part 4: Set League Session Prices

  5. Read Module 7, Part 5: Manage a Customer Account

  6. Read Module 7, Part 6: Process a Pickleball Payment on the Scheduler

  7. Read Module 7, Part 7: Generate Pickleball Transaction List Reports

  8. Read Module 7, Part 8: Generate a Pickleball Sales Summary Report

  9. Read Module 7, Part 10: Generate an Aged Fees Report

  10. Read Module 7, Part 11: Generate a Pickleball EOD Report
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