If you're collecting in-person payments, you can easily assign passes, tickets, and memberships to customer accounts and mark them as paid or charge a customer's card directly.
Who can access this feature?
Assigning a pass requires a Punchpass user to have Restricted or Admin level access.
Getting Started
In the General Settings section of your accounts settings, please make sure the option to track the payment status of every pass is turned on. It lives at the bottom of the page.
A Simple Workflow for Accepting Payments In-Person
Assign the Pass or Membership
Open the customer's account in Punchpass and click on the Assign Pass or Assign Membership button.
Select the pass or membership they’re purchasing.
For Cash, Paypal, Venmo, Bank Transfer Payments
When assigning the pass, you'll select the Cash, Check, Etc. button.
Mark the checkbox if you've received payment
Select the payment method from the dropdown
And elect to send a receipt
For In-Person Credit Card Payments
When assigning the pass, you'll select the Paying with Card button and enter the credit or debit card number. You have the option to send a receipt.
That's it! The pass will appear on the customer account.
Collect Payment Later: Sending an Invoice or Scan Their Card
You can also assign an unpaid pass and send the customer an invoice to pay.
To assign an unpaid pass, select the Cash, Check, Etc. button and assign the pass.
The pass will be assigned to the customer account. Click on it, and you can then invoice for payment, scan a card, or share a QR code with the customer to collect payment.
This process makes in-person transactions simple, whether you're accepting cash, checks, or card payments!