Income categories and products

Before you charge a monthly fee, a membership fee or a registration, the club needs to know what it charges for. This is organised on two levels: the income category, for example Athlete monthly fees, which belongs to a rubric; and the products inside it, for example Youth monthly fee, each with its own price.

Create a category

1. Open Financial management › Income and select "New category".
2. Choose the "Rubric". Only active income rubrics appear.
3. Enter the "Title" and, if you like, a "Description".
4. Select "Save".

Create a product

1. In the list, open the category and, under "Products", select "New product".
2. Enter the "Title" and the "Code". The code has 3 to 12 characters, with at least 2 letters, and cannot be repeated within the club. "Suggest" proposes the next one based on the codes you have already used.
3. Choose the "Type" and the "Unit of measure".
4. In "Payment periodicity", choose Monthly, Quarterly, Biannual or Annual for a recurring charge, such as the monthly fee. For a one-off charge, such as registration, leave "No period".
5. Enter the "Price" and the "Tax". Switch on "Price includes VAT" if the tax is already in the amount; when it is off, VAT is added to the price.
6. Select "Save".

The product's price is the suggested amount: each launch series can use a different one. A product without a periodicity cannot be launched in a series.