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    How Do I Comp an Invoice Through Club OS?


    By comping an invoice, club staff is granting that invoice’s sessions to a Member for free by waiving payment. A club will comp for three reasons:

    1. As a lure to get members to try a training with the hope that they will get hooked and pay for more.
    2. As a tool to retain momentarily struggling members who cannot pay a current invoice but will add money to the club later.
    3. As a way to correct session counts for any Bodyworkz account that did not convert correctly.

    Note: Comps are not the same thing as Write-Offs. Whereas Write-Offs void past (unpaid) invoices, only future invoices can be comped.

    Comping an Invoice


    To comp an invoice, first enter that Member’s profile. Next, click ‘Club Settings’, followed by ‘Club Services’.

    Member’s Profile > Club Settings > Club Services


    Partway down the page is the Member Service Agreements section. This lists a Member’s past and present service contracts.


    Locate and click the Edit icon of the service set to be comped.

    > Edit Icon


    This opens the Member Service Agreement page. Halfway down the page is the Invoice Information section.


    Select the invoice set to be comped and click ‘Pay Now’.

    > 'Pay Now'


    This opens the Pay Invoice page. To comp the invoice, begin by clicking ‘Entire Invoice’.



    Note: An additional box will appear, asking if commission is to be granted despite giving the sessions away for free. This is to be chosen at the club’s discretion.



    By clicking 'Entire Invoice', the Payment Amount will drop to $0.00.



       Note: If you want sales commission to be paid on this invoice, you will want to select the option "Pay Sales Commission" before finalizing the change.

    > ‘Entire Invoice’


    Upon completion, click ‘Comp'.


    > 'Pay Now'


    Extra Information:

    • Comped invoices appear as $0 on the PT Transaction Report.
    • Comped invoices do not appear on the Settled Invoice Breakdown Report.
    • Comped invoices do not contribute to revenue and therefore do not contribute to the PT Projections Report.
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