Creating org-issued invoices

Overview

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 going through the registration process multiple times.

How to create an organization invoice

1. Access your organization.
   1. Steps for TeamSnap for Clubs and Leagues:
      1. Log into your account at go.teamsnap.com.
      2. Click the organization name under the My Organizations section of your TeamSnap dashboard.
   2. Steps for TeamSnap for Business:
      
      1. Log into your account at organization.teamsnap.com.
      2. Click Programs.
      3. Click the desired program.
      4. Click the season you are creating the invoice(s) for.
2. Click Invoicing tab.
3. Click Send New Invoice. 
4. Enter invoice information.
   • Title
   • Description
   • Due Date
   • Line Items: Category, Description, Price
     
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.

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.