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Financial Section

We’ve launched a powerful new Finance section in ClubSoft, giving administrators more control and visibility over member billing and payments. This update streamlines how clubs handle finances directly within the platform.

Key Features:

  • 💳 Invoice Management – Create, send, and track invoices for dues, assessments, events, and more.

  • 🔁 Recurring Subscriptions – Set up automatic billing for memberships, moorage, utilities, and custom products

  • 🛍️ Product Catalog – Define billable items such as moorage slips, parking spaces, event fees, and merchandise

  • 👥 Customer Management – Easily link financial records to members and track their billing history.

  • 💼 Stripe Integration – Seamless payment collection with support for card and ACH payments.

  • 📅 Scheduled Invoicing – Choose invoice send dates, due dates, and enable proration for mid-year memberships.

  • 📊 Transaction History – View payment status and filter transactions by date, member, or product.
Resource Management

Managing club assets just got easier. The new Resource Management system allows administrators to define, organize, and assign spaces like moorage slips, RV sites, villas, or parking spots to members with precision and flexibility.

Key Features:

  • 🗂️ Custom Categories – Create and organize resources into categories such as Moorage, RV, Parking, Villas, and more.

  • 📍 Assignable Resources – Add specific spaces under each category and assign them directly to members.

  • 🔗 Subscription Integration – Tie each resource to a specific subscription or metered billing plan (e.g., yearly moorage or utility billing).

  • 📏 Resource Specs – Add attributes like length, depth, and beam to help match members with appropriate spaces.

  • 📝 Agreements & Maps – Upload custom documents (user agreements, insurance requirements) and resource maps per category.