How do I Manage Invoices?

Sections

How do I Create Invoices?

How do I View Invoices?

How do I Print Invoices?

How do I Add a Receipt?

How do I Delete Invoices?

How do I Create Invoices?

1. Click Payroll.

2. Click Invoices under Bill-To's.

3. Select your Bill-To, Select multiple by holding CTRL and Click each name, or Click All.

4. Select the Sport and Level if desired.

5. Select the settings to apply:

• From and To: The start and end date of games or add/deducts that these invoices will run for.
• Preview By: You can preview the invoices by date or by the level.
• Date: The date stamped that the invoices were created. Typically, this has today’s date.

6. Click Create.

*NOTE: If invoices are created and the total amounts are not correct, make sure to DELETE the created invoices BEFORE altering the bill amount on a game. Then you can take steps to create a new invoice. Otherwise, the changes will not reflect on the invoices.

How do I View Invoices?

Once you’ve created an invoice, you may view it and check to see if anything needs to be adjusted. When viewing invoices, you may view them one by one or all at once.

1. Click Payroll.

2. Click Invoices under Bill-To's.

3. To view a specific invoice, Click on the Bill-To's name. To see in mass, hold CTRL and select each Bill-To or Click All.

4. Click View/Print Invoices.

Next, you’ll be taken to View and Print Invoices page. This will have the already created invoice with the amount, date, and the name of the Bill-To.

How do I Print Invoices?

As you are viewing your invoices, you may print these out or get a PDF, Excel, Word, etc., file containing the records of the invoices and save them into your computer.

1. Click Payroll.

2. Click Invoices under Bill-To's.

3. Select your Bill-To's, then Click View/Print Invoices.

4. Check the box next to your invoices. To select all in mass, check the top box in the first column.

5. Click Print Invoices.

6. Select the export format and details to include on the page. Add any notes to display on the page. 

Note: If the note will be used again on future invoices you can save the text by clicking on Save at the bottom of the note box.

7. Click Print Preview.

Note: You will have to allow the pop-up if it is blocked.

How do I Add a Receipt?

1. Click Payroll.

2. Click Invoices under Bill-To's.

3. Select the invoices you want to add a receipt for and Click View/Print Invoices.

4. Click the blue number displayed.

5. Click the Green Plus Sign.

6. Fill out the date when the invoice was paid, the amount, the payment method, Reference/Check Number, and a Memo.

7. Click Save. 

How do I Delete Invoices?

1. Click Payroll.

2. Click Invoices under Bill-To's.

3. Select the invoices to delete, then Click View/Print Invoices.

4. If you have entered a receipt, delete the receipt first by clicking on the number under the receipt column then click the red X.

5. Select the box next to the invoice and click Delete Selected.