Find and manage invoices
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All invoices for your club are in Finance → Invoices. From here you can find any invoice, see whether it has been paid, and take action on it, for example refund, cancel or add a payment.
1. Open the invoice list
Click the coin icon in the left menu to open Finance.
Choose Invoices.
The list shows, for each invoice: when it was last updated and created, the Customer, the Division, the Title, the Invoice #, the Total, how much has been Paid, and its State.
2. Filter the list
Use the filters at the top to find invoices quickly:
Find invoice number: search for a specific invoice.
Status: Paid, Instalments, Payment requested, Failed or Cancelled.
Type, Division, Programme, Bank account, Payment method and Members.
Date: the list shows the Last 7 days by default. Choose This week, This month, Past month, Past 3, 6 or 12 months, or pick your own dates.
More filters for further options. Click Clear to remove all filters.
3. What the states mean
Paid: the invoice is fully paid.
Instalments: the invoice is being paid in instalments.
Payment requested: the invoice has been sent and is waiting for payment.
Failed: a card payment did not go through.
Cancelled: the invoice has been cancelled and the member no longer sees it.
4. Take action on an invoice
Click the three dots (⋮) at the end of a row:
Open invoice or Download invoice.
Add payment: see Add a payment to an invoice manually.
Apply discount: see Apply a discount to an invoice.
Apply refund: see Refund a payment (full or partial).
Write-off: see Write off an unpaid balance.
Cancel invoice: see Cancel unpaid invoices (one or many).
To act on several invoices at once, tick them and use Actions on the right.
Other pages in Finance
The Finance menu also has Transactions (every payment, refund and write-off), Registrations, Invoice Summary, Card transactions that need attention, Disputes, payouts to the club's bank account, and settings such as income codes, discounts, accounting categories, bank accounts and VAT.
Tip
To find all invoices for one person, use the global search (magnifying glass or ⌘K) and choose Invoices.
Related articles
Refund a payment (full or partial)
Cancel unpaid invoices (one or many)
Finance - Invoice, Transaction and Settlement