An elementary functionality of the GolfSuite is the billing of articles (collections), collective invoices and much more.

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Name of the placeholders	Description	Area in which it is stored	-	Name of the placeholders	Description	Area in which it is stored	-	Name of the placeholders	Description	Area in which it is stored
Address		Customer administration		Surname		Customer administration		National association ID		Customer administration
Salutation		Customer administration		Name and handicap		Customer administration		Date of payment		Invoices
Club number		Customer administration		Name, handicap and home club		Customer administration		Items - Net Amount with Currency		Invoices
Distance as the crow flies	Refers to the linear distance between the address and the golf club.	Customer administration		Mailing address		Customer administration		Due date		Invoices
Birthday		Customer administration		Billing address	The address of the customer indicated by .	Customer administration		Items - Gross Amount with Currency		Invoices
Gender		Customer administration		Title		Customer administration		Payment method		Invoices
Home club membership		Customer administration		Association identification		Customer administration		Representative with address		Invoices
Customer no.		Customer administration		Managed Golf Club Membership		Customer administration		Customer VAT number		Invoices
Mobile number		Customer administration		Name		Customer administration		Gross Amount		Invoices

Mailing of invoices

Now that the process has been successfully completed and checked by you (to avoid sending incorrect information on the invoice), you can separate the invoices using the usual filter function (see also: General Information#Operators and General Information#Filter Function).
After you have done this, you can now use the button Image Added to trigger the following (necessary) functions.
First you are under the index card Image Added. Here you first define the template to be used for the invoices of the filtered customers (see screenshot below).

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Text modules on the templates

A text module ( = placeholder for individual text) must exist before the start of this process.

You can display the text modules using the Placeholder function and the 'Text module' selection Image Added, or you can manually write ${text-module} to the place where you want to place your individual text.

After you have selected your template with the button Image Added, you now only have to select the placeholder text module and place it at the desired position with

In the appendix, the correct procedure or representation is highlighted in color.

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Contents of the e-mail

Finally, you can adjust the content of the e-mail. To do this, you have to click on the E-Mail tab.
Here you can also save templates so that you can use the contents of the e-mail again and again (these are stored underImage Added).
In addition, you can send further attachments such as newsletters. The size of the attachment may also have to be taken into account here.

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Issue invoices

Currently there are 2 possibilities in the GolfSuite to settle a bill.

• POS (if you have any questions, please refer to the document: POS - Kassa), which can also be found in the daily business (= daily lottery).
• Create invoices in the "Backoffice" area (invoice template). Since this area is usually only used once a year and is often forgotten, we have recorded the overall concept in the following example.

As a short repetition:

• A customer is selected via customer search
• You are on the Invoice Template tab page.
• With the button Create invoice template you now trigger the process to adjust the invoice template.
  (Specify article → Adjust key date/last billing date → Calculate)

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Invoice template and settings

Select path. Customers Invoice template Select customer → Invoice template

After you have entered the payment method, the GolfSuite will check for you whether a template has already been defined for the member type of the selected customer.
If you have any questions regarding Creating a Member Type or Templates, you will also see the document Clubs - My Golf Club#Invoice Templates.

In the appendix you can now see an example of what a sample configuration might look like.

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There are 2 listing possibilities of the articles:

The individual positions and the template from the member type. You can see both in the example above.

The red bar should show again visually which settings have been made here.
On the side you will see a bar Image Added which should make it clear to you that the template with the button Image Addedis no longer used.
Therefore the red bar has also moved to the middle (Content: Only the templates up to this point are charged).

You can leave the due date as it is and create an invoice immediately. However, to be able to create all invoices using the billing process, it is recommended that you set the due date to 01.01.2015 (in this example).

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Key date: Specifies when the elements specified for the invoice are due. This is the most important date, as it decides which articles must be invoiced effectively by both the general and the individual template.
Invoice date: Invoice date of the generated invoice.
Due date: Due date of the generated invoice.
Billing category: If a billing category is specified, the general billing templates and the articles of the individual billing template are restricted to the specified billing category.

In the index card Image Added you can now see the created invoice:

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