Set Up Integrated Payments Team Invoicing

This article covers how to create invoices with integrated payments.

  1. Open the TeamSnap mobile app 
  2. Tap hamburger menu (Android) or ...More (iOS)
  3. Tap Invoicing
  4. Tap Create New Invoice
  5. Enter invoice details
    1. Tap Recipients to select members to assign invoice to (Anyone who has the invoice link can submit payment (no sign in required). All contacts under a selected roster member will get the invoice email & My Invoices notification.
    2. Optional: Tap to deselect/turn off the Email Recipients to refrain from sending out the invoice emails right away (this is selected/turned on by default)
    3. Tap Due Date to select the invoice payment due date
    4. Tap Invoice Title to enter a unique identifying name for the team invoice
    5. Tap Amount Due to enter the amount to be invoiced to each selected recipient
      1. Members that pay an invoice with a credit card through WePay are charged 2.99% plus .99 cents per transaction. This transaction fee is charged to the member making the payment. 
    6. Tap Invoice Description to provide additional information about the invoice details
  6. Tap Save

Optional: Complete Deposit Account Setup

Once team invoices have been created, if online payments are made on those invoices, the team owner will have 21 days from the first transaction date to complete their integrated payments setup with the banking information for where they'd like deposits made. If set up is not completed within 21 days, any online payments submitted will be automatically refunded. Team owners can create invoices and issue refunds without completing set up.

  1. Open the TeamSnap mobile app 
  2. Tap hamburger menu (Android) or ...More (iOS)
  3. Tap Invoicing
  4. Tap Action Required or the settings gear icon
  5. Complete Financial Settings fields for your desired deposit account
  6. Tap Save
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