Invoices

Invoicing can be done through the Finance Module. 

Invoices could be used for a variety of reasons such as additional or missed fees, uniform invoicing, fines, forfeit fees etc. 

To Create an Invoice:

• Head to the Finance Module > Invoices > Create Invoice
• Enter relevant invoice details
  • Reference - enter a reference number
  • Internal Reference - create an internal reference (optional)
  • Category - choose the category the invoice relates to
  • Payment Methods - choose how the invoice can be paid
  • Invoice Dates - choose the date the invoice is issued and the date it is due
  • Description - Add items onto the invoice and their relevant costs or discounts
• Select Next
• Choose the Recipients - You can send invoices to Teams, Organisations, or Individuals. You can invoice multiple individuals the same invoice if desired - they can be invoiced if they are registered to your organisation, or outside of the system.
• Select Next
• Review your invoice to ensure everything is correct.
• Once details are confirmed, select send to issue the invoice.

Created invoices then appear on the invoice Dashboard - you can see their status and how much of the invoice that has been paid. 

To Cancel an Invoice

• Finance Module > Invoices
• Search the individual
• Hover over '...' under Action
• Select Cancel Invoice

Mark as Offline Payment Received

Some invoices may be paid outside of the system - for example by cash or through transferring directly to the organisation. To mark the invoice as being paid:

• Finance Module > Invoices
• Search the individual
• Hover over '...' under Action
• Select Mark as Offline Payment Received

Invoice URL

You can find/send the invoice again via the invoice URL. Please note for invoices sent to multiple recipients, the invoice URL will differ between individuals. You can find the URL:

• Finance Module > Invoices
• Search the individual
• Hover over '...' under Action
• Select Invoice URL

Editing Invoices

Some invoices may need altering due to incorrect details. To edit an invoice:

• Finance Module > Invoices
• Search the individual
• Hover over '...' under Action
• Select Edit Invoice

View Activity History

To view the invoice activity:

• Finance Module > Invoices
• Search the individual
• Hover over '...' under Action
• Select View Activity History