The Membership Module | TORO Cigar POS

TL;DR

Charge your members automatically. The Membership Module ties a recurring charge — monthly or annual, on the card your processor has on file — to a discount level you already use, and takes over the bookkeeping: it finds the renewals your processor billed, records the sales, loads store credit if the membership includes it, shows you who's behind, retries declined cards, and (if you want) pulls a member's discounts when their payment declines — giving them back when the next payment is recorded. It's $24.99 per month, with a free trial that runs through the end of next month, so you always get at least a full month to try it.

Where to find it: Dashboard → Modules & Integrations → Memberships ("Recurring memberships, renewals and members"). The first time you tap it, TORO offers the free trial.

How a Membership Works in TORO

A membership is a discount level plus a way of billing it. You already have the discount level — the one your members are on. The membership just tells TORO how they're charged for it: their pricing keeps coming from the level itself, exactly as it does today.

Two things stay where they've always been. You put a customer on a membership the same way you've always assigned their level — from their account, under Account Priveleges → Membership Level. And the recurring charge itself is set up on your processor's website (PayaConnect), where the card on file lives. TORO's job is everything after the charge: finding it, recording it, and keeping the member's benefits in sync with whether they're actually paying.

Setting Up

Open Membership Setup and press Add Membership. Each membership is a short form:

Discount Level — pick the level your members are on.
Charge Amount and Billed (Monthly or Annually) — what this membership charges each time.
Membership Item — the item that gets rung on the sale when a renewal is recorded. Use Set Item to pick it; most stores make a simple non-inventory item like "Monthly Membership."
Virtual Gift Card Value — store credit added to the member's account automatically every time a renewal is recorded. Leave it at 0.00 for none. This is how "pay $50, get $30 back in store credit" memberships work.
Remove the customer's discounts if their membership payment declines — the enforcement switch, per membership. More on this below.

Show Active Only, Edit, and Remove Membership do what they say. Removing a membership doesn't touch the discount level or your members — it just stops TORO treating that level as billed.

The Landing Screen

Opening the Memberships tile shows everything at a glance, including your Est. Monthly Value — what your memberships bring in per month. From here:

Members — who your members are and whether they're paid up.
Membership Charges — what your processor billed this month: what went through, what declined, and what still needs a sale recorded.
Virtual Gift Card Balances — what your members are holding in store credit.
Membership Reports — who's behind, what memberships bring in, what you owe in store credit, and declined cards.
Membership Settings — whether TORO records payments on its own, or leaves it to you.

Members

The Members screen lists every member and whether they're paid up, with an Only show members who are behind filter for collection day. For anyone behind, Charge Membership collects the payment: Charge Now runs their card on file right away, or Charge Later schedules it for a day you pick. No card on file? TORO tells you, and you can add one from their account or ring the membership up at the register instead — and if they're holding store credit, the payment can come from their virtual gift card balance. View Account and Membership History (the last 12 months, with the transaction behind each month) round it out.

Membership Charges

This is the month's ledger, straight from your processor. Charges that went through but don't have a sale in TORO yet show as Needs Transactions — press Record Missing Sales and TORO rings the membership item, adds any store credit, and marks the month paid. Show Declined lists the cards that didn't go through; Retry Decline runs them again now or on a day you pick. You can page back through previous months, and Remove Discounts is here too if you want to act on a decline by hand.

Hands-Off Mode

By default, TORO records nothing on its own — everything above waits for you. Flip that in Membership Settings with Record membership payments automatically. When it's on, your main station sweeps for new renewals, records the sales, adds the store credit, and follows each membership's own decline setting — unattended. Leave it off if you'd rather review each month in Membership Charges before anything is recorded.

When a Payment Declines

A decline never changes what level a member is on. What it can do — only if you ticked Remove the customer's discounts if their membership payment declines on that membership — is switch off their discounts while they're behind. Their discounts come back automatically as soon as the next successful payment is recorded — instantly if TORO is recording payments for you, or when you record the renewal in Membership Charges if you're doing it by hand. So a lapsed member keeps their place but pays full price until their card works, and nobody on staff has to remember who's in the penalty box.

With automatic recording off, discounts are never pulled behind your back — you'd use the Remove Discounts button in Membership Charges yourself.

Membership Reports

Everything above, as numbers you can export: who's behind and since when, what memberships bring in (with averages), your outstanding store-credit liability, and the full decline history — including what action was taken on each (discounts removed, dismissed, retried). Export to CSV hands any of it to your bookkeeper.

Don't see the Memberships tile unlocked on your dashboard? Give TORO Support a call and we'll get you set up.