payments

    Billing & Payments

    Configure automated billing, handle refunds, and manage financial reporting.

    11 articles in this category

    1

    Setting Up Poynt Payment Processing

    Connect your Poynt business account, register terminals, and run your first test transaction.

    Poyntpaymentsterminalsetup
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    2

    Creating Membership Plans

    Set up monthly, annual, drop-in, and class pack membership plans with pricing, trials, and auto-renewal.

    membership planspricingbilling frequencytrials
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    3

    Creating Products & Pricing

    Add products for point-of-sale transactions including pricing, categories, tax rates, and images.

    productsPOSpricinginventory
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    4

    Automated Recurring Billing

    Understand how GymPoint's automated billing engine processes recurring membership charges.

    recurring billingauto-billingprorationgrace period
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    5

    Understanding Invoices & Payment History

    Navigate invoice statuses, view payment history per member, and download or print invoices.

    invoicespayment historyreceiptsbilling records
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    6

    Handling Failed Payments

    Understand why payments fail, how automatic retries work, and how to help members update their cards.

    failed paymentsdeclinedretrypayment methods
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    7

    Collections & Overdue Accounts

    Manage overdue accounts through the collections pipeline with automated and manual workflows.

    collectionsoverduepast duewrite-off
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    8

    Smart Dunning: AI-Powered Collections

    Use Pulse AI's Smart Dunning to optimize collections message timing, channel selection, and content.

    smart dunningPulse AIcollectionsAI
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    9

    Refunds & Credits

    Issue full or partial refunds, apply account credits, and understand refund processing timelines.

    refundscreditspartial refundaccount credit
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    10

    Troubleshooting: Payment Failures & Declines

    Diagnose and resolve common payment decline codes, terminal issues, and online payment problems.

    troubleshootingpayment failuresdecline codesterminal
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    11

    Taking a Payment with Quick Pay

    Charge a member or walk-in fast with Quick Pay — card, cash, or terminal — without running a full POS sale.

    quick paypaymentschargecard
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