How Does the Payments Tab Work?

TeamSnap’s Payments tab lets you track team fees owed by your players. For each person on the team you can track how much they owe, record full or partial payments received, mark a person as not owing a specific fee or adjust the actual amount owed. You can also add notes with transactions, such as check numbers, balance due dates or payment method. Finally, you can collect team payments using PayPal  directly on the site.

As you enter payments and adjustments, the screen updates the total amount owed for each fee and by each player, and the total team balance remaining.

Creating a New Team Fee Owed

Click on the +New Team Fee button. Enter the name of the fee (i.e. Jerseys), the amount owed and any notes about the fee. If different players owe different amounts, or the fee does not apply to certain players, you will make adjustments later, after entering the standard fee amount.

Marking a Fee as Paid in Full

To mark a fee as PAID by a player, click on the Pencil icon next to their amount owed. In the pop-up window, click on the far-right, green button √Paid. If desired, you can enter an optional Note about the transaction by adding a Transaction Note: (check number, payment method, etc) before clicking the √Paid button.

 

 

Entering a Partial Payment Received

To mark a partial payment, or if a user paid a different amount, click on the Pencil icon next to their amount owed. In the pop-up window, click on Paid Other… button and enter the amount received. If desired, you can enter an optional Note about the transaction by adding a Transaction Note: (check number, payment method, etc) before clicking the √Save button.

 

 

Adjusting the Amount a Person Owes

If a player owes a different amount other than the standard amount, click on the Pencil icon next to their amount owed. In the pop-up window, click on the More Options... link, and enter the amount owed in the box, Owes a different amount. If desired, you can enter an optional Note about the transaction by adding a Transaction Note: (check number, payment method, etc) before clicking the √Save button.

 

 

Marking a Fee as Not Applying

To mark a fee as not applying to a player (i.e. they don’t owe the fee at all), click on the Pencil icon next to their amount owed. In the pop-up window, click on the More Options... link, and then select the Fee does not apply... option. If desired, you can enter an optional Note about the transaction by adding a Transaction Note: (check number, payment method, etc) before clicking the √Save button.

 Add a Fee Back After Marked as PAID

If a fee has been marked as PAID, and the payment needs to be added back, click on the Pencil icon next to their amount owed. In the pop-up window, click on Paid Other… button and enter the Enter the payment received as a negative number.  This will result in a balance owed for the fee.  If desired, you can enter an optional Note about the transaction by adding a Transaction Note: (check number, payment method, etc) before clicking the √Save button.

Entering a Note Without Adjusting Payment Information

Occasionally you may need to add a note that isn’t associated with a specific payment activity (for example, if someone promises payment by a certain date). To add a note, click on the Pencil icon next to their amount owed. In the pop-up window, click on the More Options... link, and then enter the Transaction Note, click on the Just record the note box, and click the √Save button to record the note.

Viewing the Transaction Log and Notes

To view the Transaction Log, click the Transaction Log button on the Payments tab. 

To view transactions for a single person, from on the main Payments screen or on the Transaction Log, click the player's name. A screen with their payment history will display.

You can also quickly view the Notes associated with a player’s payment by hovering your mouse over the Pencil/Paper icon. The Pencil changes to include a Pencil/Paper icon if there are Notes associated.

Can I use PayPal to collect payments?  Sure can!  Check out this article, How do I collect team payments using PayPal?