EPOS Balance Sweeps

Originally written by Zak Taylor. Published 19 November 2024, last updated 30 September 2025 on the Club Systems help centre.

This guide is essential for anyone managing a club's financial operations, as it simplifies the process of billing members for overdrafts on their EPOS Purses. By enabling the EPOS Balance Sweep feature, clubs can streamline financial transactions, eliminating the need for members to manually top up their accounts.

1. The EPOS Balance Sweep feature allows you to bill members for the amounts that they have gone overdrawn on their EPOS Purses. This removes the need for members to top up their EPOS Purses and can pay their overdraft off via a standard bill.

Enabling EPOS Balance Sweeps

2. Click "Club"
3. Click "Settings"
4. Click "Club Details"
5. Click "EPOS Settings"
6. Click "Yes" for "Enable EPOS Balance Sweep?"
7. You can choose the Direct Debit Reference Field for the Balance Sweep bills. This will default to the "Direct Debit Reference" field that exists within a person's finance step on their record however you can choose from any custom text [fields or markers.](https://scribehow.com/shared/Adding_and_applying_fields_and_markers__ZSi9vQqfTtWsHJEEDvrTVQ)
8. Click "Save Settings"

Performing an EPOS Balance Sweep

9. Click "Finance"
10. Click "EPOS"
11. Click "Dashboard"
12. Click "EPOS Balance Sweep"
13. Select which Purse you wish to perform your balance sweep on and select "Continue"
14. Filter for the people that you wish to perform the balance sweep for.
15. Click "Continue"
16. The Bill Info page will display, here you can change any of the information presented.
17. The summary step will show you an overall summary of everyone who's included in your filter and much they will be billed for. You can enable/disable people from being included in the balance sweep by toggling them on or off.
18. The final page of the EPOS Balance Sweep is a simple confirmation step. You have the option to either go back to the previous step or click "Create Bills".
19. A Bill Run will be created for everyone included in your EPOS Balance Sweep. This Bill Run can be treated like any other, with the ability to be printed/emailed, allowing your members to pay this through one of the many payment methods provided.

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