Aphelion .Net I4 Manual - PulseTec Solutions Support

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Table of Contents Employee Configuration............................................................................................. 164 Certifications........................................................................................................... 164 Departments ............................................................................................................ 165 Security Settings ......................................................................................................... 166 Access Defaults....................................................................................................... 167 Chapter 4 Data Entry ...................................................................................................... 170 Data Entry Overview .................................................................................................. 170 Member Database ................................................................................................... 173 Adding a Record ......................................................................................................... 178 Personal Tab............................................................................................................ 182 General Tab............................................................................................................. 185 To perform the pre-note process:............................................................................ 188 Renewal Tab ........................................................................................................... 196 Responsibility Tab .................................................................................................. 197 Rankings ................................................................................................................. 198 Custom Tab............................................................................................................. 200 Notes ....................................................................................................................... 202 Pictures.................................................................................................................... 203 Changing a Record...................................................................................................... 204 Delete Record.............................................................................................................. 205 Convert Record ........................................................................................................... 207 Products................................................................................................................... 209 Add Inventory ............................................................................................................. 211 Employees............................................................................................................... 213 General Tab:............................................................................................................ 214 Additional Tab: ....................................................................................................... 214 Login Security......................................................................................................... 216 Banks....................................................................................................................... 218 Adding Banks.......................................................................................................... 218 Editing POS Buttons................................................................................................... 223 Making Changes to POS Buttons ........................................................................... 226 Chapter 5 Sales ............................................................................................................... 229 Creating a Membership Plan....................................................................................... 229 To Create a New Membership Plan:....................................................................... 229 General Tab............................................................................................................. 231 Payments Tab.......................................................................................................... 233 Services/Fees/PT Tab.............................................................................................. 235 Add-on Screen ........................................................................................................ 237 Apply Charge.......................................................................................................... 239 Visits ....................................................................................................................... 240 Terms ...................................................................................................................... 241 Note Tab.................................................................................................................. 242 Word Documents Tab............................................................................................. 242 Chapter 6 Accounting ..................................................................................................... 244 Accounting Structure .................................................................................................. 244 Membership Dues ................................................................................................... 245 iv
Table of Contents POS Transactions.................................................................................................... 245 Payments................................................................................................................. 245 Unapplied or Open Payments ................................................................................. 245 Credit Memos and Payment Discounts................................................................... 245 POS Transactions.................................................................................................... 246 Membership Contracts............................................................................................ 246 Example .................................................................................................................. 246 Billing ..................................................................................................................... 246 Receiving Payments from Mailed Statements ........................................................ 248 Configuration Settings ................................................................................................ 249 Income/Expense Accounts...................................................................................... 249 Billing Categories ................................................................................................... 252 Account Defaults .................................................................................................... 254 Credit Cards and Billing Cycles ............................................................................. 256 Using the Member Account Interface......................................................................... 256 Member Account Status from Front Desk.............................................................. 256 Invoices................................................................................................................... 257 Member Account Status from Data Entry .............................................................. 258 Invoices................................................................................................................... 261 Payments................................................................................................................. 261 Data Entry ............................................................................................................... 263 To <strong>Manual</strong>ly Enter Invoices: .................................................................................. 265 To receive payments against the invoice created in this fashion:........................... 267 Credit Memos.......................................................................................................... 268 Cash versus Accrual................................................................................................ 268 Creating Credit Memos........................................................................................... 269 To Create a Credit Memo: ...................................................................................... 269 Changing the Payment Application ........................................................................ 272 To change the charge to which a payment was applied:......................................... 272 Get Payments .......................................................................................................... 273 Accounting Reports .................................................................................................... 276 Station Cash Drawer Report ................................................................................... 277 Income by Account Report ..................................................................................... 278 Cost of Inventory Goods Sold Report..................................................................... 280 Receivables Reports................................................................................................ 281 Billing Reports........................................................................................................ 282 Transaction Reports ................................................................................................ 283 QuickBooks Export Overview.................................................................................... 284 Selection of Detail vs. Summary QuickBooks Interface ........................................ 284 Other QuickBooks Import Limitations ................................................................... 284 How to Export to QuickBooks................................................................................ 285 Export to QuickBooks using Detail Interface Option............................................ 286 Members ................................................................................................................. 286 Inventory Items ....................................................................................................... 286 Income accounts...................................................................................................... 286 Expense accounts.................................................................................................... 286 v
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Chapter 2 Front Desk 2. Check the "
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Chapter 2 Front Desk Step 3: Adding
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Chapter 2 Front Desk Hint: You may
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Chapter 2 Front Desk Details of Ter
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Chapter 2 Front Desk "Invoice Payme
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Chapter 2 Front Desk Step 8: Printi
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Chapter 2 Front Desk Selling Invent
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Chapter 2 Front Desk In this exampl
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Chapter 2 Front Desk Total Key Use
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Chapter 2 Front Desk Manually Enter
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Chapter 2 Front Desk Search the Dat
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Chapter 2 Front Desk Giving Discoun
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Chapter 2 Front Desk As you can see
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Chapter 2 Front Desk History The Hi
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Chapter 2 Front Desk You can use th
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Chapter 2 Front Desk Adding Guests
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Chapter 2 Front Desk Notes Use the
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Chapter 2 Front Desk Get Payments T
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Chapter 2 Front Desk Enter the paym
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Chapter 2 Front Desk Payment Detail
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Chapter 2 Front Desk Enter the memb
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Chapter 2 Front Desk After the nece
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Chapter 2 Front Desk The Survey Man
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Chapter 2 Front Desk Front Desk - R
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Chapter 2 Front Desk When the calen
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Chapter 2 Front Desk Front Desk Mar
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Chapter 2 Front Desk Once you've fo
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Chapter 3 Configuration Chapter 3 C
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Chapter 3 Configuration If you woul
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Chapter 3 Configuration Station Con
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Chapter 3 Configuration 1. GENERAL
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Chapter 3 Configuration 3. STRIP RE
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Chapter 3 Configuration Paths and F
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Chapter 3 Configuration POS Setting
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Chapter 3 Configuration POS Pole Se
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Chapter 3 Configuration Browse all
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Chapter 3 Configuration Billing The
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Chapter 3 Configuration Set your Ba
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Chapter 3 Configuration Barcode (Me
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Chapter 3 Configuration Statements
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Chapter 3 Configuration Clubs If yo
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Chapter 3 Configuration General Inf
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Chapter 3 Configuration Reports Tab
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Chapter 3 Configuration Check-in Al
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Chapter 3 Configuration Default Set
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Chapter 3 Configuration Accounting
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Chapter 3 Configuration Payment Cat
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Chapter 3 Configuration Account Def
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Chapter 3 Configuration Billing Cyc
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Chapter 3 Configuration Discount Le
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Chapter 3 Configuration Set Close-o
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Chapter 3 Configuration Membership
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Chapter 3 Configuration HINT: Based
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Chapter 3 Configuration Member stat
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Chapter 3 Configuration Sources For
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Chapter 3 Configuration Preset Chec
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Chapter 3 Configuration To configur
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Chapter 3 Configuration Income Choi
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Chapter 3 Configuration ID Assignme
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Chapter 3 Configuration Employee Co
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Chapter 3 Configuration Security Se
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Chapter 3 Configuration 168
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Chapter 4 Data Entry Data Entry Ove
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Chapter 4 Data Entry The Data Entry
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Chapter 4 Data Entry Access the mem
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Chapter 4 Data Entry The browser al
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Chapter 4 Data Entry Adding a Recor
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Chapter 4 Data Entry Add Prospect T
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Chapter 4 Data Entry Personal Tab T
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Chapter 4 Data Entry 184
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Chapter 4 Data Entry useful for sel
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Chapter 4 Data Entry Note for EFT u
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Chapter 4 Data Entry 4. On the Post
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Chapter 4 Data Entry Next Dues Post
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Chapter 4 Data Entry Expires (mm/yy
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Chapter 4 Data Entry Renewal Tab Th
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Chapter 4 Data Entry Rankings The R
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Chapter 4 Data Entry Custom Tab The
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Chapter 4 Data Entry Notes Enter in
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Chapter 4 Data Entry Changing a Rec
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Chapter 4 Data Entry A second promp
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Chapter 4 Data Entry Prospects are
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Chapter 4 Data Entry Retail Invento
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Chapter 4 Data Entry (Discounts are
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Chapter 4 Data Entry General Tab: A
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Chapter 4 Data Entry Login Security
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Chapter 4 Data Entry Banks The bank
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Chapter 4 Data Entry Groups The gro
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Chapter 4 Data Entry Data Entry is
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Chapter 4 Data Entry Making Changes
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Chapter 5 Sales Browse Membership P
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Chapter 5 Sales View of General Tab
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Chapter 5 Sales Payments Tab (Open-
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Chapter 5 Sales Note: • Fees are
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Chapter 5 Sales Plan Service/Fee/Pe
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Chapter 5 Sales Visits Number of vi
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Chapter 5 Sales Note Tab 22. Click
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Chapter 6 Accounting Accounting Str
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Chapter 6 Accounting POS Transactio
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Chapter 6 Accounting Receiving Paym
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Chapter 6 Accounting Income & Expen
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Chapter 6 Accounting Billing Catego
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Chapter 6 Accounting Account Defaul
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Chapter 6 Accounting Credit Cards a
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Chapter 6 Accounting The purpose of
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Chapter 6 Accounting The Descriptio
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Chapter 6 Accounting Payment Histor
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Chapter 6 Accounting Account Summar
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Chapter 6 Accounting Create Invoice
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Chapter 6 Accounting Credit Memos T
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Chapter 6 Accounting Credit Memo Sc
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Chapter 6 Accounting Changing the P
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Chapter 6 Accounting The simplified
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Chapter 6 Accounting Accounting Rep
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Chapter 6 Accounting Income by Acco
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Chapter 6 Accounting Cost of Invent
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Chapter 6 Accounting Billing Report
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Chapter 6 Accounting QuickBooks Exp
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Chapter 6 Accounting Export to Quic
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Chapter 6 Accounting Summary Interf
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Chapter 7 Billing Chapter 7 Billing
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Chapter 7 Billing Billing Preset Sc
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Chapter 7 Billing Members Tab Selec
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Chapter 7 Billing Statement Billing
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Chapter 7 Billing Filters Tab The f
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Chapter 7 Billing Printed Messages
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Chapter 7 Billing The Billing Proce
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Chapter 7 Billing Figure 12: Filter
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Chapter 7 Billing Figure 15: Posted
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Chapter 7 Billing Step 3: Processin
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Chapter 7 Billing Figure 18: Type t
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Chapter 7 Billing Figure 22: Output
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