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Product Update: Expanded Billing, Invoicing, and Payment Collection in ClubSoft

Billing is one of the most important parts of managing a yacht club, sailing club, boat club, marina, or member-based boating organization. Clubs often need to invoice members, collect event payments, bill transient boaters, charge for temporary moorage, accept custom form payments, sell items through a club shop, and manage point-of-sale transactions — sometimes all within the same week.

ClubSoft continues to expand its billing and payment tools to help clubs reduce manual work, improve payment tracking, and manage more financial activity in one centralized platform.

A More Flexible Way to Manage Club Billing

ClubSoft is designed to support the real-world billing scenarios that clubs and marinas deal with every day. Instead of relying on spreadsheets, paper invoices, disconnected payment links, separate online stores, or multiple software tools, administrators can create, manage, and track a variety of invoices and payments directly inside ClubSoft.

This includes billing for members, non-members, transient boaters, events, moorage assignments, custom forms, marketplace purchases, and point-of-sale payments.

The goal is simple: give clubs a cleaner, more organized way to create charges, collect payments, and keep billing activity connected to the people, boats, events, resources, forms, and purchases involved.

Member Invoicing

ClubSoft allows clubs to create invoices for individual members directly from the member record or billing area. This gives administrators and treasurers a straightforward way to bill for dues, fees, services, moorage charges, event-related costs, or other member charges.

Because billing is connected to the member profile, clubs can maintain better visibility into each member’s balance, payment history, and related activity.

Bulk Tagged Invoices

For clubs that need to bill a specific group of members, ClubSoft supports bulk invoicing using member tags.

This is useful when a charge applies to a defined group, such as:

Instead of creating each invoice one at a time, administrators can use tags to organize members and streamline bulk billing.

Transient Boat and Guest Moorage Invoices

Many clubs and marinas need to bill transient boaters, reciprocal guests, visitors, or non-members for short-term dockage and moorage.

ClubSoft supports billing for transient boats and temporary moorage activity, helping clubs create invoices for both members and non-members. This is especially helpful for organizations that manage guest slips, visitor dockage, short-term moorage, or temporary use of club resources.

By keeping this activity inside ClubSoft, clubs can better connect billing to the actual moorage or resource usage instead of tracking it separately.

Temporary Moorage Assignment Invoices

ClubSoft also supports invoicing connected to temporary moorage and resource assignments.

When a member or guest is assigned to a temporary space, such as a boat slip, dock space, storage area, or other club resource, ClubSoft can help generate the related invoice based on the assignment details.

This is useful for clubs that charge for:

Temporary assignment billing helps reduce manual calculations and gives administrators a clearer connection between the resource assignment and the invoice.

Event Registration Payments

ClubSoft’s billing and payment tools also support event registration payments.

When clubs host dinners, regattas, fundraisers, training sessions, social events, or other member activities, ClubSoft can help manage registrations and payment collection in one place.

Members can register online, and clubs can collect payments as part of the registration process when needed. This gives event organizers and administrators a better way to track who is attending, who has paid, and which registrations are connected to each event.

Custom Form Payments

ClubSoft also supports payment collection through custom forms.

This gives clubs a flexible way to collect payments for items or requests that do not always fit into a standard invoice, event, or moorage workflow. Clubs can create forms for applications, rentals, donations, merchandise requests, special event fees, facility use, program signups, or other custom payment needs.

Custom form payments are useful when clubs want to collect information and payment together in one streamlined process.

Examples may include:

Instead of sending members or guests to a separate form tool and payment processor, ClubSoft helps keep the submission, payment, and club record connected.

Club Shop and Marketplace Purchases

ClubSoft’s club shop and marketplace tools allow clubs to sell products, merchandise, services, or other club-related items online.

This can be used for items such as:

Members and guests can complete purchases through the marketplace checkout, while administrators can keep better visibility into orders, payments, and related activity.

For clubs that currently use a separate online store, manual order forms, or emailed payment links, the ClubSoft marketplace provides a more connected way to manage club sales alongside the rest of the club’s operations.

POS Terminal Payments

ClubSoft is also expanding support for point-of-sale terminal payments.

POS terminal payments are useful for clubs that need to collect in-person payments at events, bars, ship stores, front desks, fuel docks, offices, or other club locations.

This gives clubs another way to collect payments beyond online invoices and payment links, helping support both online and in-person payment workflows.

Supporting Members and Non-Members

One of the key improvements in ClubSoft’s billing tools is the ability to support both member and non-member payment scenarios.

This matters because clubs often collect payments from more than just active members. Examples may include transient boaters, event guests, reciprocal visitors, vendors, applicants, program participants, marketplace customers, or other non-member contacts.

ClubSoft helps clubs manage these charges more consistently, whether the payment is tied to a member profile, a temporary assignment, a transient boat, an event registration, a custom form, a marketplace purchase, or a point-of-sale transaction.

Future Release: Billing Automation

In addition to the billing and payment tools available today, ClubSoft is continuing development on future billing automation features.

The goal of billing automation is to help clubs further streamline recurring and scheduled billing workflows, such as automatically creating invoices based on membership status, assigned resources, recurring dues, moorage charges, form submissions, marketplace activity, or other rules configured by the club.

Future billing automation may help clubs reduce repetitive administrative work, improve billing consistency, and give treasurers and administrators more confidence that recurring charges are being created on schedule.

Why This Matters for Clubs

Club billing can become complicated quickly, especially when a club manages memberships, moorage, events, guest dockage, temporary assignments, forms, marketplace sales, and in-person purchases.

ClubSoft’s expanded billing and invoicing tools are designed to help clubs:

A More Complete Billing Platform for Yacht Clubs and Marinas

This product update is part of ClubSoft’s ongoing effort to provide a more complete management platform for yacht clubs, sailing clubs, boat clubs, marinas, and boating organizations.

By bringing together member invoicing, bulk billing, transient moorage invoices, temporary assignment billing, event payments, custom form payments, marketplace purchases, POS terminal payments, and future billing automation, ClubSoft gives clubs a more modern way to manage financial workflows.

ClubSoft helps clubs centralize operations, simplify administration, and create a better experience for members, guests, staff, dockmasters, treasurers, and board members.

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