Creating team-issued invoices

TeamSnap's invoicing feature allows administrators to set up fees for specific teams that can be assigned to one or many team members.

Create Team-issued Invoices (web)

1. Click the Invoicing tab.

2. Click Send New Invoice.

   

3. Enter the invoice details.
   • 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 the subject and text for the invoicing email that will be sent out.
9. Double-check the invoice information before sending (invoices currently cannot be edited after creation).
10. Click Send Invoices.

Create Team-issued Invoices (mobile)

Attention: The invoicing feature is unavailable for teams on a free trial.

1. Open the TeamSnap mobile app. 
2. Select the desired team.
3. Tap the hamburger menu (Android) or ...More (iOS).
4. Tap Invoicing.
5. Tap Create New Invoice.
6. Enter the invoice details.
   1. Tap Invoice Title to enter a unique identifying name.
   2. Tap Recipients to select members to assign the invoice to (anyone with 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 if you do not want to have the invoices sent out immediately (this is selected/turned on by default).
   3. Tap Amount Due to set the invoice amount (processing fees are automatically added to the total for invoice recipients).
   4. Tap Due Date to select the payment due date.
   5. Tap Invoice Description to provide additional information about the invoice.
7. Double-check the invoice information before saving (invoices currently cannot be edited after creation).
8. Tap the ✔️ checkmark icon (Android) or Save (iOS) to finish creating the invoice.

What's Next

Ensure that you set up your payment deposit account and complete the identity verification process!

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 you via cash or check.

Credit card payments are processed in real-time, and funds are deposited to the deposit bank account weekly. Offline payments will need to be manually entered to ensure accurate financial reporting.

You can check your invoice batch in TeamSnap to view who has paid vs. who still owes.