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Sales is where you set up what your gym sells and follow the money it brings in. It replaces the old Revenue menu and also holds Promotions (formerly under Marketing) and Memberships (formerly under Members). Owners and managers set up the catalog here, and front-desk staff and bookkeepers use it to review orders, chase what is owed, and reconcile the till. The register itself is a separate rail item, Point of Sale. Sales is where you manage what the register sells and review what it took.

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The Sales section

Go to Sales in the left rail (/sales). It opens on the first tab you can access, usually Plans. Each tab appears only when your role has permission for it.

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Products sub-tabs

Sales > Products groups the catalog with the pages that sell and stock it:
  • Products - the catalog itself.
  • Packages - fixed-price bundles of plans and products.
  • Stock and Ingredients - on-hand counts and recipe ingredients, when inventory is on.
  • Deliveries - supplier deliveries with invoice scanning, when inventory is on.
  • Rentals - gear lent out and still to come back, when rentals are on or gear is still out.

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Finance

Sales > Finance (/finance) gathers everything about money that has moved into one tab, with its own sub-tabs. It opens on Transactions.

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Cash

Sales > Cash appears once you turn on the cash module under Settings > Sales > Cash Registry & Expenses. It has three sub-tabs: Overview (cash on hand and expenses by category), Expenses, and Ledger. See Cash registry and expenses.

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The money model

Sales is built on three concepts that are deliberately kept separate. Once you have the model in your head, every Finance screen lines up.
  • A transaction is what someone owes you. One row per obligation (a booking fee, a membership charge, a signup fee). Its paymentStatus is one of pending, paid, overdue, void, partially_paid, refunded, or cancelled.
  • A payment is how money was collected. One row per settlement event, linked to one or more transactions.
  • An invoice is a document that groups outstanding transactions for a contact, with a number and a due date. Invoices don’t move money on their own.
This separation is why you can record a payment without ever issuing an invoice (for example, taking cash at the front desk for a single booking), and why an invoice can contain transactions from several different bookings or memberships.

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How a charge usually flows

The typical flow for a paid activity is:
  1. A booking, membership, or signup fee is created. 1Club writes a transaction with paymentStatus = pending (or paid if the amount is zero).
  2. Either the system or an admin collects payment. That can happen up front (Stripe Payment Element in the member portal, or an admin recording a manual payment), at check-in if the booking policy says so, or later from an invoice.
  3. When the payment succeeds, 1Club creates a payment row, links it to the transaction(s) via payment_transactions, and flips the transaction’s status to paid. Pending bookings tied to that transaction are confirmed.
Invoices are optional. They get created when:
  • You manually invoice a transaction from its details page.
  • You run a bill run, which sweeps every pending non-void transaction for a period and groups them into invoices.
  • A scheduled bill run fires on a cron (configured under Settings > Billing > Automated Billing).

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Recurring memberships

For recurring plans, an hourly job (recurring-transactions) does three things:
  • Creates the next membership_recurrence transaction when a billing period rolls over.
  • For memberships flagged Require payment upfront, it attempts to charge the contact’s default Stripe payment method when the recurrence becomes due. If no default method is on file or the charge fails, the transaction stays pending.
  • Marks any pending transaction whose due date is in the past as overdue.
It does not send invoices and it does not retry failed charges. Retries are manual: open the transaction or invoice and use Charge or Add payment. See Plans for how a plan’s fields drive this behavior.

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Settings for Sales

Setup that you do once lives under Settings, in two categories:
  • Settings > Sales - Point of Sale, Inventory Management, Rentals, Cash Registry & Expenses, and Payment terminals. The switches here turn the matching tabs and register features on, and Payment terminals connects the card readers the register takes payment on.
  • Settings > Billing - General (currency, billing entities, tax rates, revenue accounts, payment methods, external programs), Pricing Rules, Seasons, and Automated Billing (scheduled bill runs).