Billing that posts as it happens
Automatic posting from every transaction. Flexible payment options for members. Every charge lands the moment it happens, so month-end is a review, not an assembly project.
Billing that works as hard as your club does
Financial accuracy matters at a club. Members expect clean, itemized statements. Management needs confident month-end closes. Staff shouldn't spend their days manually entering charges or chasing payment confirmations.
Most club billing takes real manual work - charges keyed by hand, statements assembled from several sources, a close that stretches into days. Canopy posts every charge from every department the moment it happens. Statements are built from charges already posted and go out on your schedule. Members pay how and when they prefer.
The result: month-end stops being a project. The charges are already posted, and the close is a review.
Billing and payments, fully automated
Every charge from every part of the club - POS, reservations, events, services - posts to the correct member account in real time. No manual entry. No end-of-day reconciliation. No charges lost between departments.
- Real-time posting from POS, reservations, and events
- Member-specific rates applied at the source of the transaction
- Household billing - charges viewable at individual or account level
- Adjustments and credits applied cleanly with full audit trail
- Every transaction logged and accessible in member account history
Statements generate automatically at the end of each billing cycle - itemized by category, branded to your club, and delivered by email or mail. Club management can review and approve before sending, or configure statements to go out automatically. Members can access their full statement and order history anytime through the member portal.
- Automated statement generation at the end of each billing cycle
- Itemized by category - dining, golf, spa, events, dues, and more
- Club-branded statement design
- Email delivery with optional print-and-mail
- Management review and approval option before statements are sent
- Full statement and order history available in the member portal
Monthly dues, F&B minimums, and recurring charges calculated and billed automatically by membership type. Prorated billing for new members, annual dues with installment options, and a complete dues history - all managed without manual calculation.
- Automated dues billing by membership category
- F&B minimum tracking and automatic billing at month-end
- Prorated billing for members joining mid-month
- Annual dues with installment billing options
- Complete dues history and audit trail per member
Members pay how and when they prefer. Online payments through the member portal, autopay enrollment for recurring charges, and ACH or credit card options give members full control over how they settle their account. Fewer billing calls to staff. Faster collections. A payment experience that matches the quality of the club.
- Online payment via member portal (web and mobile)
- Autopay enrollment for monthly statement balances
- ACH bank transfer and credit card processing
- Payment confirmation and receipt delivered automatically
- Payment method management in member portal or staff-assisted
Members view their complete account history, make payments, and manage payment methods - all through the same portal they use to book reservations and browse events. If a charge looks unfamiliar, members can message staff directly from the portal with a reference to the specific order. No phone calls, no confusion.
- View current and past statements with full order detail
- Make payments and manage autopay enrollment
- Message staff directly about a specific charge or order
- Available via web browser and mobile app - same experience on both
- Download statements for personal records
Clean export to QuickBooks and other major accounting platforms - with account code mapping by category so every transaction lands in the right ledger. Month-end export makes reconciliation straightforward, and a full audit-ready transaction history keeps your records in order.
- Integration with QuickBooks and major accounting platforms
- Account code mapping by revenue category
- Month-end export and reconciliation reporting
- Audit-ready transaction history across all departments
- Clean, organized financial data for your accounting team
How it works in the real world
Month-End Billing
All charges from golf, dining, spa, and events have been posting in real time throughout the month - nothing to gather or reconcile. On the first of the month, the billing cycle runs and statements are generated automatically.
Club management reviews the billing summary, makes one adjustment on a member account where a comp was missed, approves the run. Statements go out by email. Accounting export is queued. The process that used to take days wraps up before lunch.
Result: What used to take days wraps up before lunch - and every number traces back to a charge that was already posted.
Dining Service
A new member joins mid-month. The membership director sets their category and start date in the system. Prorated dues calculate automatically.
The new member receives an email to set up their payment method through the member portal - they enroll in autopay using their credit card. Their first statement at month-end includes the prorated dues and their first dining charge. It arrives cleanly, with no manual calculation by staff.
Result: A correct first statement, set up by the member, before anyone on staff touched a calculator.
Value for everyone at your club
For General Managers
Billing runs without manual intervention, which means your team's time goes toward the club - not the billing cycle. Members experience a frictionless payment process, and financial records are clean and accessible when you need them.
Key Benefits: records that stay clean, a close that’s a review, not a project, staff time back from billing admin
For Finance & Admin Staff
Every charge posts as it happens. Month-end is a review and approve, not a data entry marathon. Exceptions are visible and easy to correct. Clean, code-mapped export to your accounting platform - no manual work.
Key Benefits: month-end is review-and-approve, charges already posted, a clean export to your accounting platform
For All Staff
Charges post automatically from whatever system you're using - POS, reservations, or events. No manual entry, no end-of-shift reconciliation, no worry about whether a transaction made it to the right account.
Key Benefits: Nothing to post by hand, charges on the right account, no end-of-shift reconciliation
For Members & Guests
Clear, itemized statements delivered on schedule. Easy online payment on their timeline. The ability to review every charge and message staff with questions - all through the same portal they already use.
Key Benefits: An itemized statement you can read, pay online in a minute, question a charge without a phone call
See how your club runs on one platform
From checkout to billing and member experience - everything connected.
Powers your entire platform
Billing data flows through every capability
From transaction to statement
1
Charge Captured
Transaction occurs - at POS, on a reservation, or through an event. Charge posts to the member account in real time. Member-specific rates applied automatically. No staff action required.
2
Month-End Processing
Billing cycle runs on the configured date. Dues and minimums calculated. Statements generated, branded, and queued for delivery. Management reviews and approves if configured. Statements sent by email or mail.
3
Member Payment
Member receives statement, reviews via the portal, pays online or via autopay. Payment confirmed, receipt delivered. Accounting export queued, records updated. Cycle complete - and the only hands on it were the ones that approved it.
See the full billing journey
From transaction to statement - fully automated and connected.
Modern billing vs. manual processes
Legacy Approach
Charges entered manually from department logs. Month-end statement assembly takes days of staff time. Members call with billing questions because statements are hard to read or missing detail. Payment processing disconnected from the member record. Reconciliation requires cross-referencing multiple systems.
Canopy Approach
Every charge posts the moment it happens. Statements generate automatically with full itemization. Members can view and pay online, message staff about any charge, and manage their payment method without calling. Month-end is a review, not a project.
The Difference: Every charge is already posted by month-end - so the close is a review, and the statement is one a member can actually read.
See Automated Billing & Payments in action
Request a demo to see Automated Billing & Payments in action with scenarios from your club. We'll walk through the full billing cycle - from real-time charge posting to month-end statement generation to member self-service payment.