Auto Close Overview
Auto Close is the process of automatically charging and closing any open invoices in your Core account.
Any invoices that are created but not processed will appear in:
Open Invoices tab under the Financial Report.
Open Invoices tab under the Payments Forecast
As an open invoice at the top of the member's profile.
Types of Charges in Open Invoices:
Miscellaneous charges
Product purchases
Invoices with unpaid balances
Important NOTE: PushPress does NOT support adding unpaid charges (like misc fees, product purchases, or no-show charges) to monthly recurring membership invoices. Each charge must be handled and processed separately from the recurring membership fees.
Auto Close at the 1st of the Month
Steps to Enable Auto Close in Financial Settings:
Navigate to the Settings Tab:
Go to the Settings tab from your dashboard.
Select Settings to access all configuration options.
Scroll to Financial Settings:
Scroll down to find the Financial Settings sub-section.
Configure Auto Close Settings:
There are two key settings related to Auto Close:
Auto Close Invoices on the 1st of the Month: Enabling this option will automatically close all open invoices on the 1st of every month.
Set Existing Open Invoices to Auto Close: Enabling this option will attempt to auto close any currently open invoices on the following 1st of the month.
Toggle the settings to enable Auto Close for future invoices and/or for existing open invoices.
Add to account (Staff App)
Steps to Enable "Add to Account" Setting for Product Purchases in the Staff App:
Navigate to the App Store:
Go to the Apps section from your dashboard.
Select App Store to view available apps.
Find the Staff App:
Scroll down the list of apps and find the Staff App.
Edit Product Purchase Settings:
Click on the Staff App to open its settings.
In the Product Purchases section, enable the Add to Account setting.
This allows product purchases to be added to a member's invoice until it is manually closed or auto-closed on the 1st of the month.
Once you've made the necessary adjustments, ensure you save the settings to apply the changes.
Manually Closing Invoices
If you choose to close invoices manually rather than using the auto-close feature, you can do so in two ways: Individually or Batch. Here are the steps for both methods:
Closing Invoices Individually:
Navigate to Reports. Select Financial then select Open Invoices.
Find and click on the specific invoice you want to close.
Select Make Payment.
Choose the correct payment method (credit card, bank transfer, etc.).
Click Submit Payment to finalize and close the invoice.
Closing Invoices in Batch:
Navigate to Payments and select Invoices.
Select the checkboxes next to the invoices you wish to close.
If you want to close all invoices listed, click the Select All checkbox at the top of the screen.
Scroll to the bottom of the page and click Charge Now to process payments for all selected invoices.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!