Navigate to your club's admin menu.
Click the Financials
button to access the financials area.
Invoices Created
tab.Click the Create
button to open the Invoice Builder.
Scroll down to the invoice items section and enter a value in the Item
and Unit Price
columns.
The description
, Qty
(quantity) and Discount
columns are optional.
If you would like to add additional line items, click the Add Item
button beneath the first line item.
If you would like to remove a line item, click the X
found in the #
column (first column on the left).
Scroll up to the top and open the Select Recipients
tab.
On the left you will see a list of your club members. Click any of the Add to list
buttons to add that member to the invoice recipient list. When you select them they will be removed from the list on the left and added to the list on the right.
Above the list of your club members you will find three fields that will allow you to Filter By Name
, Filter By Team
and Filter By Group
. Simply add text to these fields and we'll remove anybody who doesn't match that search criteria.
If you have created at least one team in the current season you can bulk select all team members by clicking the white Select Teams
button just below the Filter By Team
input field. A modal window will appear with buttons to select each team and show you how many members of that team have already been selected.
If you have created at least one group in the current season you can bulk select all group members by clicking the white Select Groups
button just below the Filter By Group
input field. A modal window will appear with buttons to select each group and show you how many members of that group have already been selected.
After you have finished adding invoice recipients, scroll to the top and select the Confirm Before Sending
tab.
Click the Create Invoice(s)
button to issue the invoices.