Invoice creation

Introduction

The invoicing module for team registrations in your tournament makes it easy for you to manage your registrations. You can create invoices for teams registered for your tournament, regardless of their status. Invoicing and team approval are two separate and independent processes. Invoicing can be carried out without blocking the approval process. You can choose the amount to be billed, without being limited to the tournament amount.

Invoice creation via team side panel

Select the team whose invoice you wish to add. The side panel will open. Select Create an invoice.

Open

Open

At the top, your logo and the name of your organization will appear, along with the season in which the invoice is created. An expiry date has been set for the time being, based on one year's membership.

• General:

  • Type *: Tournament registration will be pre-selected if you go through the team side panel.

  • Competition team * : The chosen team name will appear here. ◦

  • Description * : Write a brief description of your invoice.

• Invoice recipient:

  • Organization*: The organization from which the team originates. If it's an external team, no organization will be visible.

  • Email * : At the bottom of the box, the team's contact email will be suggested. You can change it if necessary. This email doesn’t need to be associated with a Spordle account.

• Finances:

  • Merchant account * : A paysafe merchant account is required to create an invoice. If your organization has more than one merchant account, you can choose which one to use. To find out how to open a PAYSAFE account, please click here.

•  

• Fees:

  • Fees distribution* : Select whether the organization or the customer pays the transaction fees.

  • Taxable * : Selects whether the invoice amount is taxable or not. All the details will be shown on the invoice.

  • Amount * : Enter the desired invoice amount.

Then click on Next.

You will have 2 possible choices:

• Submit Invoice: An e-mail will then be sent to the registered contact, including a payment link. The status of the invoice will then be pending..

• Keep as Draft : The invoice can be modified, but no e-mail is sent. The status of the invoice will then be Draft.

Click Confirm to complete invoice creation.

Invoice creation via the right-hand panel of the home page or via the tasks tab.

Go to the invoicing menu

Go to select + add

This leads you to the creation of the invoice, following the same steps as described above, namely...

At the top, your logo and the name of your organization will appear, along with the season in which the invoice is created. An expiry date has been set for the time being, based on one year's membership.

• General:

  • Type * : Choose the type that suits you best. If you choose tournament registration, you must select a competitive team. If you choose other, you'll only need to select the organization.

  • Competition team * : You must select the team for which you wish to create an invoice.

  • Description * : Write a brief description of your invoice.

• Invoice recipient:

  • Organization * : By selecting the team, the organization will be automatically added. If it's an external team, no organization will be visible. Otherwise, you'll have to select the organization manually.

  • Email * : At the bottom of the box, the team's contact email will be suggested. You can change it if necessary. This email doesn’t need to be associated with a Spordle account.

  • Finances:

    • Merchant account * : A paysafe merchant account is required to create an invoice. If your organization has more than one merchant account, you can choose which one to use. To find out how to open a PAYSAFE account, please click here.

• Fees:

  • Fees distribution* : Select whether the organization or the customer pays the transaction fees.

  • Taxable * : Selects whether the invoice amount is taxable or not. All the details will be shown on the invoice.

  • Amount * : Enter the desired invoice amount.

Then click on Next.

You will have 2 possible choices:

• Submit Invoice: An e-mail will then be sent to the registered contact, including a payment link. The status of the invoice will then be pending..

• Keep as Draft : The invoice can be modified, but no e-mail is sent. The status of the invoice will then be Draft.

Click Confirm to complete invoice creation.