Auto Close Overview
Auto Close is the process to charge and close any open invoice in your Core account. Any invoices created and not paid off will appear on the "Open Invoices" list under the "Payment Forecast" tab. These charges can include misc, product purchase, invoices with an unpaid balance or late cancel/no show charges. **NOTE: PushPress does NOT support adding these charges to monthly recurring membership invoices.**
An explanation of invoicing can be found HERE
Auto Close at the 1st of the Month
Go to the Settings tab and select "Settings" then scroll down to the "Financial Settings" sub-section. There are two settings for auto close:
Auto Close Invoices on the 1st of the Month will enable the feature/setting in your Core account.
Set Existing Open Invoices To Auto Close will set any currently open invoice to attempt to auto close on the following 1st of the month.
Add to account (Staff App)
The add to account setting in the staff app allows for product purchases to be added to an invoice until the invoice is either manually closed or auto closed on the 1st of the month.
To enable this setting, head to "Apps", then the "App store", scroll down and select the Staff App. Edit the settings in the "Product Purchases" section.
Auto Close Manually
*This process will close the invoices on the day you run the process.
If you leave that option to off, then you can batch close your invoices manually. Go to Reports > Open Invoices.
Click on the top toggle to select all.
Then batch select all invoices and hit "set to auto charge" (found at the bottom of the list)
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!