For direct debit payments to work, it is required to provide an authorisation. We will show you how to download it both from the Club’s side and from the Member area. Downloading the authorisation by the Club’s Staff 1. Go to the Members -> Members tab and select a Member’s […]
Read more...How to set up direct debit payments?
Direct debit payments allow for recurrent charging of a Member’s bank account. We will show you how to set them up. First step In order to set direct debits up, contact your bank first. Banks with which we cooperate are: Pekao ING Raiffeisen City Handlowy Deutsche Bank Santander Second step […]
Read more...How to check the realization process of direct debit payments?
We will show you where in the system you can check the realization process of direct debit payments and the direct debit statutes of your Members. Direct debit statuses report Get to it by going to the Reports -> Finance -> Direct debit tab Payment realization report Get to it […]
Read more...How to charge using direct debit?
We’re going to show you the whole process of charging a Member’s bank account using direct debit. Create a membership with Direct debit payment form Go to the Club settings/Chain settings -> Memberships -> Memberships -> the pencil icon near the selected membership -> Payment form: Direct debit: If a […]
Read more...How to download all invoices from a whole month?
If you need to download all invoices from a certain month in a form of a single PDF file, you can do so by going to the VAT record tab. 1. Go to the Sales -> Invoices -> VAT register: 2. Select a specified month, as well as any additional […]
Read more...How to define a company and a supplier?
This article will help you understand how to define a company, for which an invoice can be issued, as well as use the newly created company as a supplier for future deliveries. 1. Move through Sales -> Companies tab. 2. Click on the plus icon in the upper right corner: […]
Read more...How to set up a register for invoices?
4 types of invoices can be recognized: manually issued invoices, where the term of payment can be defined invoices issued for receipts automated invoices – used in case of online payments corrective invoices issued to any aforementioned type of an invoice. Each of these types can have a separate numeration. […]
Read more...How to issue an invoice?
This article will help you understand how to issue manual invoices and these for the receipts. Issuing a manual invoice 1. Go to the Sales -> Invoices -> Invoices tab. 2. Click the plus icon in the top right corner: 3. Fill in the form: Fields not marked with a […]
Read more...How to settle an invoice?
In this article you will learn how to settle invoices in eFitness system. Go to the Sales -> Invoices tab. Hover the cursor over the cog wheel icon, right next to an unpaid invoice: Select the Settlement option: The system will take you to the Deposits and settlements tab: Select […]
Read more...How to amend an invoice?
This article will help you understand how to amend an incorrectly entered invoice. Go to the Sales -> Invoices tab. Select an invoice to amend: Hover the cursor over the cog icon and select the Correction option: Enter the correction reason and edit a position: Save the changes. The newly […]
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