You must have Full Access or Limited Access - Financials permissions to invoice your members.
Invoicing allows you to send bills to your organization members to collect payments. Administrators can invoice members and view real-time financial data and reports.
Sign in to "SportsEngine HQ."
Once in "SportsEngine HQ," in the left navigation menu, click on the Financials/Invoicing tab, then choose Invoicing/Invoices.
In the top-right corner of the screen, click Send Invoices.
Fill out the Recipients, Description, and Message (optional) fields and click Next.
Enter the invoice amount or check the box for Itemize invoice and select the sale item(s) from the dropdown.
If you have itemized the invoice, click Apply for each selected item.
Select who will pay the processing fee and click Next.
Click Select Payment Terms and choose up to three options. Click Next once complete.
For invoices due in full, input the preferred single payment date in the Due on Custom Date field.
For payment terms with specific dates, enter the correct dates for each installment.
To align payments made in full and payment plans, we recommend using either the first or last installment date of your payment plan for the Due on Custom Date plan.
To require a partial amount due upon receipt of the invoice, check the box, enter the amount due, and click Apply.
Click Next and review the invoice details.
Click Send Invoice(s).
For invoices with multiple payment plan options, members will select the payment terms they wish to enroll in on the shopping cart page as soon as they receive the invoice.
Send Invoices to a Group
Sign in to "SportsEngine HQ."
Once in "SportsEngine HQ," click the Members tab, then click Directory.
Choose the Groups sub-tab and select the group to invoice.
Check multiple boxes to send the invoice to multiple groups at once.
To filter to a specific group type, click the All Active Groups drop-down list and select Groups or Smart Groups.
Learn more about creating groups here.
Click the three-dot icon in the upper right, then click Send invoice.
Fill in all required information for the invoice.
Click Send Invoices.