How to Add a Transaction to An Invoice

By Matt Todaro
Founder, Head of Product
  1. Navigate to your club's admin menu.

  2. Click the Financials button to access the financials area.

    • The default tab will be the Invoices Created tab.
  3. Click one of the Open Invoice buttons in the appropriate table row.

    • You can use the filters at the top to narrow down the list of invoices displayed instead of scrolling/paging through your records.
  4. Scroll down to the bottom of the invoice where you'll see a section labeled Transaction History

  5. Click the Add Transaction button.

  6. Select a Transaction Type.

  7. Select a Transaction Method.

  8. Enter an Amount for the transaction.

  9. Enter any Notes that are relevant to the transaction (optional).

  10. Click the Add Transaction button at the bottom of the form.

Article Series:


How To Create Invoices
How to Create a Payment Plan
How do parents view their invoice(s)?
How To Edit Existing Invoices
How to Edit an Existing Transaction on an Invoice
How to Remove an Existing Transaction on an Invoice
How to Create an Invoice Template
How To Create Invoices Automatically Using a Form Action
What Payment Methods Are Available to Parents?
When Will the Funds Be Deposited Into Our Bank Account?