Outstanding
$23,410
14 members with open balances
View outstanding →
Collected this season
$148,920
▲ 96% of invoiced
View collected →
Moorings occupied
52 / 60
3 transient tonight
Open moorings →
Card fees saved
$1,840
Interac debit at debit rates
See how →
One source of truth. Every number on this page comes from the same ledger the reports and member invoices use. Two staff pulling the same report get the same answer, every time.
Needs attention
Sorted by what actually matters this week
| Invoice | 14 member accounts past 30 days | |
| Mooring | Transient request: 34 ft / 12,400 lb sloop, 2 nights (Jun 12–14) | |
| Billing | July mooring dues batch ready to generate (52 accounts) |
The test that breaks ClubSpot: pull 2025 marina slip rentals without dragging in electrical charges. Try it — set Category to "Marina — Slip Rentals". No spreadsheet cleanup after.
| Date | Member | Category | Description | Status | Amount |
|---|
Batch billing stays. It's the one thing the current system got right vs QuickBooks. One run bills every account — and this time the invoices are ones members can actually read.
July Mooring Dues — batch run
52 accounts matched · rules applied automatically by mooring class and member type
| Group | Accounts | Rule | Batch total |
|---|---|---|---|
| Senior members — standard ball | 31 | $310 / mo | $9,610.00 |
| Senior members — heavy ball (3,500 lb+) | 12 | $365 / mo | $4,380.00 |
| Intermediate members | 6 | $255 / mo | $1,530.00 |
| Honorary / life members | 3 | Exempt | $0.00 |
52 invoices will be generated in one run$15,520.00
What a member sees — invoice preview
Plain-language line items. No more "what am I even looking at" calls to the office.
| Mooring — Ball #23 (standard), July 2026 | $310.00 |
| Junior Sail — Week 2, Optimist (Emma) | $245.00 |
| Wednesday Night Race Series — 2026 entry | $85.00 |
Due July 1 · paid in-app with debit, no surcharge$640.00
Not hotel rooms. A 2,000 lb ball can't hold a 12,000 lb boat. Enter the boat, and Helm only offers balls that are safe for it — so transient booking can finally go online.
Find an eligible ball
Eligible & available
Rated too light for this boat
Occupied
Transient pricing — calculated automatically
9:41
Good morning,
The MacKenzie Family
Account balance — $640.00 due Jul 1
Mooring — Ball #23, July$310.00
Junior Sail Wk 2 — Emma$245.00
Wed Night Races — entry$85.00
Total$640.00
Family
Emma (Junior Sail, Wk 2)Registered
Jack (Race crew, U19)No charges
Kids' charges roll up to the family account automatically — parents see everything.
Quick actions
⚓ Book a transient ball›
⛵ Register for a race›
📄 Club documents›
🎉 RSVP — Lobster Boil Jun 27›
⌂Home
⎘Billing
⚓Moorings
👤Profile
One-tap pay, Canadian railsApple Pay, Google Pay and Interac debit handled natively on Canadian payment rails. Debit is processed as debit — members stop paying credit-card rates on their own money.
No more e-transfer scavenger huntToday a member logs into their bank, finds the e-transfer email, types the amount, hopes it reconciles. Here it's one tap, and it reconciles itself against the right invoice line.
Family accounts done rightParents see their kids' program charges on their own account from day one. No workarounds, no surprise balances.
Push, not chaseInvoice goes out, phone buzzes, member pays from the wharf. The office stops being a collections agency.