Create Invoices

This article is for administrators and goes over how to create invoices.

Note: Payments and Invoicing is available for users in the US and Canada only.

In this article


Create Team-issued Invoices (web)

Who can do this:
  • Roster Members
  • Team Managers
  • Team Owners
  • Commissioners
  • Organization Owners
Where to do this:
  • Web app
  • mobile app icon

This help article is specific to teams that have already been upgraded to TeamSnap 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 administrators to set up team fees that can be assigned to one or many members of the team.

  1. Click Invoicing tab
  2. Click Send New Invoice
  3. Enter invoice information
    • Title
    • Description
    • Due Date
    • Price
  4. Click Save & Continue
  5. Click Confirm & Continue
  6. Select members to apply the invoice to by clicking the green + button
  7. Click Save & Continue
  8. Enter invoicing email subject and body
  9. Click Send Invoices
What's Next

Make sure you set up your payment deposit account

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.


Create Team-issued Invoices (mobile)

Who can do this:
  • Roster Members
  • Team Managers
  • Team Owners
  • Commissioners
  • Organization Owners
Where to do this:
  • Web app
  • mobile app icon
  1. Open the TeamSnap mobile app 
  2. Select team
  3. Tap hamburger menu (Android) or ...More (iOS)
  4. Tap Invoicing
  5. Tap Create New Invoice 
  6. Enter invoice details
    1. Tap Invoice Title to enter a unique identifying name for the team invoice
    2. 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.
      1. Optional: Tap to deselect/turn off the Email recipients checkbox to refrain from sending out the invoice emails right away (this is selected/turned on by default)
    3. Tap Amount Due to enter the amount* to be invoiced to each selected recipient
      1. *Members that pay an invoice with a credit card are charged 2.99% plus .99 cents per transaction. This transaction fee is charged to the member making the payment. Payments are made in real time and the funds will appear in your bank account in approximately 2 business days, 
    4. Tap Due Date to select the payment due date
    5. Tap Invoice Description to provide additional information
  7. Tap Save or the save checkmark
iOS Android

What's Next

Make sure you set up your payment deposit account

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.


Create Organization-level Invoices (integrated payments)

Who can do this:
  • Roster Members
  • Team Managers
  • Team Owners
  • Commissioners
  • Organization Owners
Where to do this:
  • Web app
  • mobile app icon

This help article is specific to sports organizations that have already been upgraded to TeamSnap 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
      invoice-line-item-options.png
  4. Click Add Fee button to add multiple line items
  5. Click Save & Continue
  6. Optional: Toggle Installment Payments switch on or off
    1. If toggled on, select installment date for the first installment following the checkout payment
    2. Optional: Click Add Installment to create additional installment payments (the total will be divided evenly among the installments added, including the initial checkout payment)
  7. 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
  8. Click Save & Continue
  9. 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
  10. Select members to apply the invoice to by clicking the green + button
  11. Click Save & Continue
  12. Optional: Enter invoicing email subject and body
  13. Click Skip This Step or Send Invoices
What's Next

Make sure you set up your payment deposit account

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. 


Create Organization-level Invoices (WePay)

Need to create or view your invoice batches or resend an invoice to a member who hasn't yet paid? Follow the steps below to learn what invoice management options you have available.

Note: This help article is specific to accounts still using WePay Financials. This feature is currently available for U.S. and Canadian accounts only.

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 Payments tab
  2. Click Invoicing
    payments-tab.png
  3. Click Send New Invoice
  4. Enter invoice information
    • Title
    • Description
    • Due Date
    • Line Items: Category, Description, Price
      invoice-line-item-options.png
  5. Click Add Fee button to add multiple line items
  6. Click Save & Continue
  7. Optional: Toggle Installment Payments switch on or off
    1. If toggled on, select installment date for the first installment following the checkout payment
    2. Optional: Click Add Installment to create additional installment payments (the total will be divided evenly among the installments added, including the initial checkout payment)
  8. 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
  9. Click Save & Continue
  10. 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
  11. Select members to apply the invoice to by clicking the green + button
  12. Click Save & Continue
  13. Optional: Enter invoicing email subject and body
  14. Click Skip This Step or Send Invoices

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. 

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