Manage Invoices

  1. Click Payments tab
  2. Click Invoicing
  3. Hover over SnapActions button in the Actions column next to the invoice batch that needs to be managed

    • Click View Invoice Batch to view invoice list for that batch
    • Click Resend Invoice to select all or selected invoice statuses to resend invoices to with a message
    • 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. Click Add Recipients to include additional recipients in the invoice batch
  5. Select and enter filter criteria under Advanced Search to filter the invoice batch list
  6. Hover over SnapActions button in the Actions column next to the invoice recipient that needs to be managed
    invoice-recipient-snapaction.png
    • Click Message to email that invoice recipient
      1. Enter subject and body of message
      2. Click Send Message
    • Click View Invoice to manage recipient's invoice
      • Click Message Contacts to send a message to the available contacts for the invoice recipient
      • Click Apply Payment to manually enter offline payments
      • Click Cancel Invoice to cancel the recipient's invoice
    • Click Cancel Invoice to cancel the recipient's invoice

Need additional assistance? Contact us at support-club@teamsnap.com or via the blue chat icon displayed in the bottom right corner of the screen in your TeamSnap Club or League site.