There are many scenarios where you might want to track whether a customer has paid for their pass!
To track whether a pass has been paid or not is a feature in Punchpass.
In this article, we'll guide you through turning the account setting on, what payment tracking looks like when assigning the pass, and how to review pass payment statuses using the Payments Not Received report.
Getting started with payment tracking
First, we'll turn on the Track Payment Status feature for your account.
Navigate to Manage > Settings, and select the General Settings section of your account.
Scroll down to the Company Settings section, and select the option to "track the payment status of every pass sold", press Save.
Now your account is ready to track the payment status of assigned passes!
Assigning a pass and tracking payment
After pass tracking has been turned on, when you assign a customer a pass, a checkbox will appear asking if you have received payment for the pass.
When the checkbox is selected, this means you have received payment for the pass. This setting is selected by default.
Leaving the checkbox unchecked means you have not received payment. The pass will be marked as "payment not received" when assigned.
Tip: Use the comment/note field to explain why payment is not received.
Unpaid passes will be flagged as Payment Not Received in the customer account after they're assigned.
Reviewing unpaid passes
Who owes you payment? Over in the Reports section, the Payments Not Received report (link) lists all of those passes, tickets, and memberships passes, where payment hasn't been received.
Need to mark a pass as paid?
No problem! From the Payment Not Received report, click on the pass name to open the Pass Details page.
Alternatively, go to the customer's account and click on the pass name to open the Pass Details page.
You'll land on the Pass Details page and in the Payment section, you can:
Select the payment method and mark the pass paid;
Use the scan & pay option to collect payment.
A status message will appear indicating the pass has been updated. The Payments section will show the payment details.
Accidentally mark a pass as paid?
From the customer's account, click on the pass name to open the Pass Details page, and press the Mark as Payment Not Received button.
A status message will appear indicating the pass was updated and the pass is marked as unpaid.
It's a very simple process once you get the hang of it. Please let us know how it helps you manage your business!