The Invoice management

Introduction

The invoicing module has been designed to make it easy to keep track of the invoices you have generated, as well as those received from another organization that are due for payment. When creating invoices, you can associate them with an organization, allowing you to track both what you need to collect and what you need to pay.

The invoicing module is accessible via the left-hand menu under your organization's name, and also via the Tasks menu.

Please note that invoices, like most elements in the platform, are linked to a season, so make sure you're in the right season to view invoices.

Search

Open

You can search by status or by type, depending on whether you have selected send or receive;

• Statuts :

  • Cancelled: The invoice has been cancelled.

  • Pending: The invoice is awaiting payment.

  • Completed: Payment has been made.

  • Draft: The invoice has not yet been sent to the contact.

  Type:

  • Tournament registration: Use to add an invoice with tournament entry fees.

  • Other : Can be used for fines, travel permits, administrative fees, etc.

     

Modify or submit invoice

You can modify or submit an invoice if its status is draft.

• Select invoice with draft status

• The side panel opens

• Click on action

• You can choose between :

  • Submit: This sends the draft invoice to the e-mail address of the contact indicated on the invoice.

  • Edit: This allows you to modify the invoice information. You can then submit it. The status will then change to pending.

  • Cancel: This cancels the invoice. The status will then change to cancelled.

Open

Cancel invoice

You can cancel an invoice if its status is "pending" or "draft". The status will then change to "cancelled".

• Select invoice with "pending" or "draft" status.

• Side panel opens

• Click on action and choose cancel

• The invoice status will then change to cancelled.

Resend payment link

You can send the invoice payment link to an e-mail address other than the one indicated on the invoice.

To do this, go to the side panel of the invoice and copy the payment link shown in blue.

Resend invoice or the receipt

When the invoice status is pending, you can resend the invoice to the recipient via the action menu on the side panel.

When the invoice status is completed, you can resend the invoice or the payment receipt to the recipient via the action menu on the side panel.