How To Edit Existing Invoices

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. Make any necessary changes to the invoice. We'll update the invoice balances accordingly as you type.

    • Please note that changes to invoices are not sent to parents on each change.

    • In order to send an updated invoice to a parent, when you are done editing, scroll to the top and click the Send Email Receipt button. This will trigger a notification to all parents/guardians assigned to that club member.

Article Series:

Financials

How To Create Invoices
How to Create a Payment Plan
How do parents view their invoice(s)?
How to Add a Transaction to An Invoice
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?