Integrated Payments Invoicing Overview

This help article is specific to sports organizations that have already been upgraded to TeamSnap integrated payments. If your organization is still using WePay, see our article on Managing WePay invoices or read our Upgrade FAQ for more information on how to upgrade your account to integrated payments.

  Note: This feature is currently available for U.S. and Canadian accounts only. Installment payments are not yet available for Invoicing using integrated payments - it's coming soon. 

TeamSnap's invoicing feature allows organization administrators to set up additional fees outside of registration that can be assigned to one or many members of the organization. This allows billing items to be set up in addition to regular registration fees without having to go through the registration process multiple times. 

  1. Click Invoicing tab 

  2. Click Send New Invoice 

  3. Enter invoice information
    • Title
    • Description
    • Due Date
    • Line Items: Category, Description, Price
      • Click Add Fee button to add multiple line items
  4. Click Save & Continue
  5. Optional: Toggle processing fee charge to the recipient on or off
    1. If toggled on, the transaction processing fees will be included in the recipient's invoice amount
    2. If toggled off, the transaction fees will be paid by the sports organization
  6. Click Save & Continue
  7. Optional: Filter/search within your member list for desired recipients
    Note: If your organization has over 100 members, your member selection list will be blank until a search filter is applied or the Search Members button is clicked.
    1. Optional: Select the Players, Non-Players, Managers, or All Members options next to Search Members to filter your members by member type
    2. Optional: Select the drop-down to filter the member list by team, division, or member name and enter or select the desired filter terms in the field/drop-down provided
    3. Optional: Click Add Search Criteria to create additional filters for your search
    4. Click Search Members
  8. Select members to apply the invoice to by clicking the green + button
  9. Click Save & Continue
  10. Optional: Enter invoicing email subject and body
  11. Click Skip This Step or Send Invoices

What Happens Next

You'll be taken to the invoice screen where you can view the batch invoice info, invoice overview, any past due invoices, and the list of members that the invoice applies to. You can add additional members to the invoice list by clicking  Add Recipients in the upper right corner. Invoice recipients will receive an email notification of the invoice to every email under their profile, which they can view and pay via credit card or offline in a direct payment to the organization via cash or check. You can check your invoice batch in TeamSnap to view who has paid vs. who still owes. Invoices currently cannot be edited. If not already activated using Registration, the Financials tab will become active once an invoice is created. 

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