Manage Invoices

Need to 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.

  1. Click the Payments tab
  2. Click Invoicing
  3. Optional: Select a search category from the Advanced Search drop-down and enter a filter term to filter the list
  4. Optional: Click the Resend button above the batch list to resend the invoice batches with a message
    1. You can select a subset of recipients to send the message to based on invoice status  
    2. Enter subject and body
    3. Click Resend Invoice
  5. Optional: Click the Cancel button to cancel all open invoices
    1. This cannot be undone
    2. Click Yes, Cancel Invoice to confirm
  6. Hover over the SnapActions button in the Actions column next to the invoice batch that needs to be managed
    1. Optional: Click View Invoice Batch to view invoice list for that batch
    2. Optional: Click Resend Invoice to select all or selected invoice statuses to resend invoices to with a message
    3. Optional: Click Cancel Invoice Batch
      • Cancel is available for any batch that has open invoices. This option will go through every invoice in the batch and cancel eligible invoices and add appropriate line item adjustments to bring the balance to zero on each invoice. Fully paid or already canceled invoices are not eligible for cancellation. Partially paid invoices will display a status of paid and invoices with no payments will display a status of canceled.
      • The status of the batch is based upon the status of the invoices within the batch. If all invoices in the batch are canceled, the batch will display the canceled status. If any invoice in the batch is open, then batch status will be displayed as open. If there are paid invoices and canceled invoices but no open invoices, then the batch status will be displayed as paid.
    4. Optional: Click Delete Invoice Batch to delete an empty batch (this option will only be displayed if the batch is empty)
  7. Optional: Click the Add Recipients button to include additional recipients in the invoice batch
    1. Select members to apply  the invoice  to by clicking the green + button
      • Click the Add Filter button to filter down the member list by player/non-player status and team, division, or member name
  8. Hover over the SnapActions button in the Actions column next to the invoice recipient that needs to be managed
    1. Optional: Click Resend Invoice to send the invoice and an email message to the recipient
    2. Optional: Click View Invoice to manage recipient's invoice
      1. Click Resend Invoice to send the invoice and an email message to the recipient
      2. Click Apply Payment to manually enter offline payments
    3. Optional: Click Cancel Invoice to cancel the recipient's invoice
    4. Optional: Click Delete Invoice to delete an unpaid invoice (this option is only displayed for invoices with no payments logged)