IN THIS ARTICLE:
Learn about the different card types, payment types and credit types in iClassPro, and how they are reflected on the family ledger and financial reports.
What are card types?
Card types are specific credit card brands that you accept. You can enable/disable accepted card types under SETTINGS>TRANSACTIONS>"Configure Accepted Card Types":
Enabling or disabling a specific card type will either display or hide the logo for that card on the Customer Portal/Mobile App when entering card information.
This only enables/disables the display of the logo within the UI. You should check with your payments processor to be sure specific card types are also disabled within your gateway settings.
What are payments and credits?
Payments and credits are entered from the New Payment window in iClassPro. When recording payments and credits, be sure to associate entries for payment amounts with payment types and credit amounts with credit types.
There are seven Payment Types to choose from in iClassPro. It is important for your accounting practices to know the difference between these types when entering payments.
Credit Card on File - available for any family who has payment information saved in their family details. NOTE: requires that a payment gateway has been configured on your account.
Credit Card Manual - The credit card manual option allows you to process a credit card through your gateway. this will require you to enter the Card Information including the name on the card, credit card number, 3-4 digit CCV, expiration date, and billing address. NOTE: requires that a payment gateway has been configured on your account
Credit Card - Swipe/Insert/Tap - The credit card swipe payment method requires you to have a card swiper connected to your computer to process the charge. NOTE: requires that a payment gateway has been configured on your account and that you have either a USB Card Swiper set to Keyboard Emulation Mode (KEM) or Integrated PIN Pad Terminal.
The ability to accept specific Credit Card brands must be configured under SETTINGS>TRANSACTIONS>CONFIGURE ACCEPTED CREDIT CARD TYPES, as well as enabled in your payment gateway settings.
E-Check - The e-check option is another transaction which utilizes your gateway and allows you to process electronic checks.
External Credit Card Device - The external credit card device allows you to keep records of an external credit card transaction (such as a cash register purchase) in your iClassPro Database. This does not actually process any charges and will not require any credit card information. This action simply balances the account like a cash or check entry would.
Cash - Allows you to enter any cash transactions to balance the family's ledger and show that their balance is up to date.
Check - Enter any traditional checks you receive to track a family's balance. For good bookkeeping, enter the check number in the Reference/Check # field for future inquiries.
Custom Payment Type - Allows you to enter any transactions made by an external payment type that is not an External Credit Card payment.
- See our "How Do I Customize Which Payment Methods My Staff Can Accept?" document for more information about defining a Custom Payment Type.
The New Payment window in iClassPro also includes an option for recording/issuing credits. There are four Credit Types to choose from. Below is an explanation of each of those credit types:
Coupon - If a customer uses a coupon for a discount, you would enter the discounted amount here in the coupon field. This allows you to create the appropriate charge for your records, then apply both the payment and coupon discount at the same time. The coupon amount will be added to the total of the payment.
House - House credits are generally reserved for comps or preferred customers. This indicates that the gym provided the customer with general purpose credit on their account.
Other - This credit type can be used for any credits which do not fit the description of other two credit types. For example, many iClassPro customers use this category to carry over credit from a previous software which may still be available on a family's account.
GiftCard - This credit type is reserved to be used when issuing credit following the purchase of a Gift Certificate.