Step by step through ClubBalans

Add a private or company member with their membership, contact details and groups, and check the result. With example data and a screenshot of every step.

Import the members of your club from an Excel or CSV file, link the columns to the member fields, and check what was added and what was skipped. With example data and a screenshot of every step.

Switch on the member area, let a member log in with a link in their email and see what members can look up and change themselves. With example data and a screenshot of every step.

Enter the card payments of the canteen as day sales, process the payout of the payment provider with its costs and check the result. With example data and a screenshot of every step.

Create the membership fee invoices of all members in one run, email them and send reminders for the invoices that stay unpaid. With example data and a screenshot of every step.

Import a bank statement, let ClubBalans suggest how every payment is booked and process payments of members and suppliers. With example data and a screenshot of every step.

Receive supplier invoices in the invoice inbox, book them with the invoice next to the form and pay them. With example data and a screenshot of every step.

Enter the sales of a day in one go, paid in cash, from credit or by card, with tips and a cash count. With example data and a screenshot of every step.

Set up credit, top it up with cash, spend it at the bar and see what every member has left. With example data and a screenshot of every step.

Set up a kind of stock with its purchase and sales price, see how the margin is calculated, how every sale lowers the stock and how a count shows what went missing. With example data and a screenshot of every step.

Check the annual accounts, download the PDF and the Auditfile, close the financial year and start the next one. With example data and a screenshot of every step.

Switch on Scan and recognize, let AI read an invoice from the inbox, check the suggestion and book it. With example data and a screenshot of every step.

Let AI read the payout report of your card payment provider, find the bank transaction of every payout and process it with the sales and the costs filled in. With example data and a screenshot of every step.

Choose the groups, write the email, send it after a check and follow the delivery per email address. With example data and a screenshot of every step.

Add a loan with its schedule, process the installments from the bank statement with the repayment and the interest split for you, and see what is left to repay. With example data and a screenshot of every step.

Create a rule that notifies a role or user, test it, read your notifications at the bell and choose whether you get them in ClubBalans, by email or both. With example data and a screenshot of every step.