Financial Tour
Cash Register Screen - It all starts here.

  • Every sale in SportsMan SQL concludes at the Cash Register screen.

  • Each session is organized into a batch, which we refer to as a till.

  • If you utilize the POS module, there are 24 user configurable buttons, which can even include submenus for more menu choices.

  • Large buttons make this screen ideal for touch screen monitors.

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    Checkout Screen - Process your payments.

  • Hot keys make it easy to accept a variety of payments.

  • Apply credits, enter checks, cash, etc. Use the "Add" button to process partial payments from multiple sources.

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    Till Reconciliation - Count your money.

  • Enter your count of cash, checks and credit cards.

  • A variety of reports are available to help you troubleshoot any errors.

  • You can adjust tills by adding/removing sales, although these changes are reflected in reports as "edited after the close of the till."

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    Cash Till Balance Detail Report

  • This report lists each payment type included in the till.

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    Financial Activity Detail Report

    This report neatly lists every transaction in the till and is available by till number or date.

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    Deposit Batch Screen - Group all your daily tills in one deposit batch to match your bank slip and reporting.

  • Enter your count of cash, checks and credit cards.

  • Select the tills that are ready to be submitted to the bank.

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    Cash Register Deposit Batch Report

  • This report sums up the whole day's activity and is typically the summary report sent to accounting.

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    View Account Information Screen

  • Available for each participant, allowing you to see the detail of every financial transaction, including how it was paid for.

  • Credits apply to the whole family, which enables you to use a credit from one child to register another child.

  • You can add adjustments, post credits, and handle every financial issue from this single screen.

  • Security settings allows users to hide this detail, or see but not interact, with this screen

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    View Account Information Screen….More

    A very useful feature is to press F3 or click on the Receipt View and the system automatically shows you the original receipt that created this transaction.

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    Item Details

  • Double clicking on any item will show you all the details for that item.

  • New notes can be added, but the old notes are preserved for auditability.

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    Delete Item

  • Deleting an item is simple, but requires the appropriate security access level and a comment explaining why.

  • It is easy to apply a cancellation fee directly from this screen.

  • When you checkout, you will be prompted to create a refund check or leave the credit on the account. However, it is possible to create the credit and use it in the same transaction!

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    Credit Summary Screen

    From the View Account Screen, you can research any credit, even those that have already been used.

  • Each credit will shows as a separate line item

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    Credit Details Page

    This screen clearly explains all of the credit details.

  • The upper screen reflects how the credit was created, including a fee to which it was immediately applied.

  • The lower screen reflects exactly where the saved credits were applied at a later date.

  • Reprint Receipt buttons enable you to print copies of every related receipt.

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    Credit Detail Report

  • Simple and concise report of the Credit Detail screen, reflecting exactly how the credit was created and used.

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    Partial Refund

  • Partial refunds allow you to refund part of a charge when a customer overpays. (Registered as a non-resident rather than a resident)

  • You apply an adjustment to write off the charge amount and generate the credit concurrently, all in one easy step.

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    Apply Adjustment

  • Applying an adjustment to a charge is as simple as specifying the Adjustment Type and Amount.

  • Security options prevent unauthorized users from adding an adjustment.

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    • Posting a Credit To An Account

  • Credits can be posted as Courtesy for handling customer satisfaction issues, or as Paid.

  • Paid credits can also be added for concession stand use at your outdoor pools.

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