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How to Send an Invoice
Updated over 10 months ago

You must have "Full Access" or "Limited Access - Financials" permissions to invoice your members.

  1. Sign in to "SportsEngine HQ."

  2. Once in "SportsEngine HQ," in the left navigation menu, click on the Financials/Invoicing tab, then choose Invoicing/Invoices.

  3. In the top-right corner of the screen, click Send Invoices.

  4. Fill out all the necessary and required fields:

    • Recipient: To whom the invoice is sent.

    • Description: What is being invoiced. Ex: Spring Player Fees, Blue XL T-Shirt, or Fundraising Fee.

    • Message (Optional): Any additional information desired.

    • Itemize Invoice: Break the fee down item by item.

    • Invoice Amount: Amount to Invoice the member.

    • Processing Fee: Here is where to choose who pays the processing fee. Either the Organization (You) or the Recipient (Member).

    • Payment Term: Choose the Term(s) to use.

  5. Click Send Invoice.

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