CourtReserve

Ashley Owens

Mari Bern

Kim Lehman

Learn how to process payments and gather financial information in your organization

Financials & Transactions

Customize the Allowed Payment Types at your Club

Allowed Payment Types

Payment Types

Create Sales Tax That Can Be Assigned Across the Platform

Create a Tax Rate

Tax Reservation Types

Tax POS Items

Tax Lesson Types

Tax Event Categories

Tax Packages

Tax Rates

Organize and Classify Revenue Streams for Smarter Financial Reporting

Create Revenue Categories

How to Bulk Create and Configure Revenue Categories for Import into CourtReserve

Revenue Categories Import

Add or Edit a Missing Revenue Category on a Miscellaneous Fee

Fix a Missing a Revenue Category for a Misc. Fee

Revenue Categories

What They Are and How to Use Them in Your Club

Transactions: Post Fees

Transactions: Post Recurring Fees

Easily Manage Payments with Account Credits — Apply Automatically or Manually to Member Fees

Account Credit

Apply Credits and Misc Fees to a Member Account

How Clubs Can Manually Track and Apply Cancellation or No-Show Fees

Solutions for Managing Cancellation and No-Show Fees

Processing Fees Without a Payment Provider

Processing Fees as Cash

Creating and Managing Fees

Understand How Account Credits Are Used by Members and Admins

How Member Account Credits Are Applied to Payments

Voiding vs. Reverting Payments in CourtReserve

How to Revert a Payment

Easily Print or Email Receipts for Member Payments

Print and Email Receipts

Create Custom Fields for Transactions

Three Ways to Collect Fees

Add POS Items and Fees Owing to a Transaction

Manage Payments on the Admin Panel

Processing and Managing Payments

Build and Launch Targeted Discount Campaigns in CourtReserve

Promo Codes

How Discounts Are Displayed and Calculated Across Payments

Promo Code Visibility in Transactions, Receipts, and Refunds

Manually Process Requests from the Pending Refunds Tab

Issue Full and Partial Refunds

Process Refund Requests From a Member's Page in the Admin Panel

Issue Refunds from a Member's Page

Manage Refunds from the Expanded Scheduler

Issue Refunds from the Scheduler

Take Care of Members When Court and Event Closures Force Cancellations

Issue Refunds for Closures

Issue Cash Refunds

Create Rules to Process Refunds Automatically

Configure Automated Refunds

Revert a Balance Refund

Tim Owens

Refunds

Five Important Sales and Payment Reports on CourtReserve

Overview: Financial Reports

Track and Analyze Club Transactions with Ease

Transaction List Report

Gain Financial Insights with Detailed Sales Reporting

Sales Summary Report

Accrual Basis Preset Filter for Service-Based Revenue Tracking

Sales Summary Report: Accrual Basis Preset Filter

Payment Summary Report

Aged Fees Report

EOD Report

Display Daily Fees and Payments in a Chart and Tables

Daily Revenue Report

Payment Profile Declines Report and Decline Tracking

How to Export the Sales Summary Report from CourtReserve for QuickBooks

Exporting from CourtReserve for Quickbooks

Josh Willey

Financial Reporting

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