Statements & payments

See the statement, pay in the app

Members see monthly dining and event charges and payment status in the app, and can pay by card when online payments (Stripe or Square) are on. Staff settle open tickets at the register.

Who uses it:ManagersStaffMembers & guests

What it does

Statements

Monthly dining and event charges with payment status.

Pay in the app

Card payments via Stripe or Square — for events and orders too.

Settle at the register

Pick an open ticket and take card or cash; Tap to Pay is on the way.

Payment history

Review everything in payment history and the daily close.

How it flows

  1. 1Member / guest
    Check the statement

    My Page → Statement.

  2. 2Member / guest
    Pay by card

    Tap Pay when online payments are enabled.

  3. 3Staff
    Settle on the spot

    Choose the ticket from the open list at the register.

  4. 4Office
    Close & book

    The daily close totals it up and can send it to QuickBooks.

See the screens

Admin (office)

Orders & sales

Orders, sales and menu

  1. Orders & sales: tickets with status (Received / Cooking / Ready / Served / Cancelled) and payment. Open a ticket for party size, member count, guest names and payer (the Rev. Proc. 71-17 record).
  2. Guest order entry: staff enter non-member orders. The kitchen board (/kitchen) opens with a shared code, which can be regenerated under “⚙️ Order settings” on Orders & sales.
  3. Menu: manage categories and items (name, English, description, price, allergens, photo, shown/hidden). The English fields are what the app shows in English.
  4. Daily close: close the day’s tickets, fix the sales and post the journal entry to QuickBooks (when connected). Payments: online payment records (Stripe etc.) and the unpaid list.

Staff screens

Payments

Payment and Tap to Pay

  1. Member orders are normally charged to the member account and settled on the monthly statement. For payment on the spot, open Register → Unpaid in the app and pick the ticket.
  2. Where Tap to Pay (using the iPhone as a card reader) is enabled, tap “Accept with Tap to Pay” and have the customer hold their card or phone to the top of the iPhone. The ticket becomes Paid when done.
  3. Until Tap to Pay is available, take payment on the counter terminal or cash and mark the ticket Paid under Orders & sales in the office site (choose the method).

Member app & web

Statement (web)

Statement and payments

  1. My Page → Statement shows dining and event charges by month and what has been paid.
  2. Where online payment is enabled, pay by card from “Pay”. Receipts for events are under the event’s “Receipt”.

Works well with

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