INTRODUCTION
Feature Summary: Generate an invoice for one club member.
Use Cases: System users can generate individual invoices for players and then complete important tasks on the same dashboard, such as emailing the invoice or recording a payment.
PREREQUISITES
Enable the Batch Billing add-on and complete the setup process.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click MEMBERS > SEARCH.
Locate a member and click the pencil icon to open the profile page.
Click the Billing tab.
Click the Generate Invoice button.
Fill in the fields. (see below)
Click Save and then Yes in the confirmation popup.
Filling in the fields
Transactions Thru and Reservation / Event Registrations Thru - Use the calendar icons to set the end of the invoice period for transactions (e.g. POS purchases) and reservations/event registrations.
Revenue Category - Select one or more options or use the default ALL setting.
Invoice Due Days - Set end of the payment period.
Generate Invoice options - Choose an option: generate an invoice and wait for payment, or generate an invoice and process the payment immediately through the player payment profile.
The bottom of the window displays the player's current balance, email address, and amount to process.
FEATURE USAGE - ADMINS' PERSPECTIVE
After the system user generates an invoice for a member, CourtReserve adds an Invoice menu tab to the profile page. The table row shows invoice information, including payment status.
Click the View button in the table row to see the consolidated invoice. The top of the page has invoice tools. The system users can:
Click the Invoice Breakdown button to see invoice details.
FEATURE USAGE - USERS' PERSPECTIVE
CourtReserve sends the member an email notification when a system user generates an invoice. The message includes a Pay Now button.
On the member portal, players can open and pay invoices.
Click the player account name.
Scroll down and click Billing > Invoices.
On the Invoices page, members can pay the invoice or get more details.
On the Invoice Details page, CourtReserve shows a consolidated list of charges. The member can click the INVOICE BREAKDOWN button to see line item details.
