Managing FY25 Payment Classes
SAS

Squash Australia SqA

Created Jun 05, 2024

Managing FY25 Payment Classes

To ensure that your members are able to select a Payment category when registering, you need to have the correct Payment Classes set up. This example demonstrates how to ensure that your affiliation fees are set correctly.

Please note that the Lifestyle payment class is an example. You should create new payment class for Lifestyle, Local, Compete and Support membership categories.

You do not need to create new payment classes for Digital membership categories, as these will be correctly rolled over to the new season for members to renew from 1 July.

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1

Log into your Club Portal

Your Club portal can be found at https://client.revolutionise.com.au/<club>

Log into your Club Portal
2

Fill out your TFA information

Fill out your TFA information
3

Click on Finance

Click on Finance
4

Click on payment classes

Click on payment classes
5

Click on add payment class

Click on  add payment class
6

Select the relevant Capitation fee from the drop-down box

Select the relevant Capitation fee from the drop-down box
7

Give your payment class a relevant name

For example "Carrara Squash Club - Lifestyle Member FY25" if you are updating the previous Lifestyle class

Give your payment class a relevant name
8

Enter in a dollar amount

Enter in a dollar amount

Due to the nature of the payments, there are 2-3 individual transactions which will be charged transaction fees. All members will be charged the transaction fees on each of the State and National components, and if you add your Club membership fees here they will also be charged the transaction fees for that component.

Note: from 1 July 2024 Squash Australia and some States will be absorbing the transaction fees.

9

Add the description which will be displayed on your registration page

You can view the membership type descriptions at https://www.squashaus.com.au/mysquash/mysquashaus-definitions in the Clubs section

Add the description which will be displayed on your registration page
10

If you use accounting software (Xero, MYOB) you can enter the General Ledger here

If you use accounting software (Xero, MYOB) you can enter the General Ledger here

Some fields have been locked by Squash Australia such as the minimum/maximum ages, however please review the other fields that you can customise these classes for.

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Ensure that Proof of Age is unchecked

If you require these proofs, you will need to set this up in member settings.

Ensure that Proof of Age is unchecked
12

Ensure that COVID immunisation is unchecked

If you require these proofs, you will need to set this up in member settings.

Ensure that COVID immunisation is unchecked
13

Ensure that the class can be applied to All (no restrictions)

Ensure that the class can be applied to All (no restrictions)
14

Ensure the "Display at registration" box is checked for all Payment Classes that members should be able to select

Only payment classes which are marked "Display at registration" and a member is valid (eg. under 19 for a Junior) will appear as options for the member to register into.

Ensure the "Display at registration" box is checked for all Payment Classes that members should be able to select

If you have set up additional fields, you can configure your payment classes to map these if they are relevant.

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Map any additional fields as necessary

Map any additional fields as necessary
16

Click the "Add payment class" button.

Click the "Add payment class" button.
17

Click on Save details

Click on Save details

STOP! Have you created all new required payment classes?


Reminder, a new Digital payment class does not need to be created.

If you have old payment classes which are no longer relevant, you should deactivate them. This ensures that your current payment classes are clean and easy to manage.

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Click on deactivate

Click on deactivate
19

Click on Deactivate payment class

Click on Deactivate payment class
20

Check your Payment classes look as you expect

Check your Payment classes look as you expect

Repeat the steps above to add in your required payment classes

Well done!
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