Country Club Manager Pro - Transaction Pro



Country Club Manager Pro

by Baystate Consulting –

The Country Club Manager Pro (CC Pro) makes it quick and easy to track how much each member owes and has spent on food and beverage in your club. CC Pro integrates with QuickBooks customer and invoices and creates minimum invoices within QuickBooks. In addition you can easily notify members of their unspent minimum charges on invoices.

CC Pro also will create invoices for dues without the use of memorized transactions within QuickBooks.

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Minimum Invoices

On the Create QuickBooks Entries tab update the following fields:

Date From & Date To Fields

These fields represent the beginning (date from) and end (date to) of the period for which the minimum charge is being tracked.

Minimum Amount

This field represents the minimum amount that the members need to spend.

Charge Item

This field is pre-populated with the charge items in your QuickBooks file. From the drop down select the charge that you would like to bill.

Charge Desc.

This field appears on the customer invoice in the description column.

Use Price Levels

This box should be checked if you use price levels for your customers.

Customer Type Filter

This box is pre-populated with the customer types in your QuickBooks file. Select those customer types that you would like to bill.

Item Filter

This box is pre-populated with the items in your QuickBooks file. Select the appropriate item from the list. This will populate the account charges column.

Entry Date

This field is the invoice date.

Get Charges

Once you have completed all the fields above click on the get charges button. The screen will be populated with your QuickBooks data. Review your data and for those members that you would like to bill make sure that the charge checkbox is checked.

Update QuickBooks

Make sure you have a backup of your QuickBooks file and then select the Update QuickBooks button to push these charges into your QuickBooks file so that you can invoice them.

When the process is complete you will see a message on the bottom left hand corner of the screen which starts with the word finished.

Generate Statements for Restaurant Charges with a Note of What Year to Date Charges Are

Charge Item

Select the Unspent Min Memo – Non. When you run the statements in QuickBooks this message appears in the alt. contact field.

Create Invoices for Annual Dues

Date From & Date To Fields

Select a date that you know that there is no transactions within QuickBooks.

Minimum Amount

Enter the dollar amount of the charge.

Charge Desc.

Enter a description of the charge that will appear on the invoice.

Customer Type Filter

Select those customer types that you would like to bill.

Item Filter

Select the item that you would like to bill.

Entry Date

This field is the invoice date.

Get Charges

Once you have completed all the fields above click on the get charges button. The screen will be populated with your QuickBooks data. Review your data and for those members that you would like to bill make sure that the charge checkbox is checked.

Update QuickBooks

Make sure you have a backup of your QuickBooks file and then select the Update QuickBooks button to push these charges into your QuickBooks file so that you can invoice them.

When the process is complete you will see a message on the bottom left hand corner of the screen which starts with the word finished.

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