> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I add a program, membership, pass, or store item to an invoice?

> Build each invoice line from your catalog, and see how eligibility warnings, custom prices, and the Takes effect choice work.

<Note>
  **Must know**

  * **Pick a line type first.** Program and membership lines need an athlete, and catalog lines take their price from your catalog.
  * **Eligibility rules only warn.** An athlete who doesn't meet an item's rules gets an amber warning but can still be billed. Being already enrolled, already on another unpaid invoice, or a full membership still blocks the line.
  * **Nothing happens until it's paid, by default.** Nothing is held and the athlete isn't enrolled until the invoice is paid.
  * **A typed price is for this invoice only.** Recurring billing keeps the product's price, and **Reset to list price** undoes it.
</Note>

**Where to find it.** In the invoice panel (**Financials > Invoices > Create Invoice**, or **Edit invoice** on a draft or unpaid invoice), after you pick the **Guardian**.

<Steps>
  <Step title="Choose the Type">
    Each line is a **Line item #N** card. **Add line item** adds another. Under **Type** ("What is this line for?"), pick **Program**, **Membership**, **Pass**, **Store item**, or **Custom**.
  </Step>

  <Step title="Choose the Athlete">
    Program and membership lines ask for an **Athlete** ("Who is this for?"). A pass belongs to a Family, not an athlete.
  </Step>

  <Step title="Select the Item">
    **Item** ("Select an item…") fills in **Description** and **Price**. Draft programs and draft membership groups aren't listed. On a **Custom** line, type both yourself. **Qty** stays at 1 except on store item and custom lines.
  </Step>

  <Step title="Click Done">
    Only confirmed lines count toward the totals. Saving with an unconfirmed line shows "Confirm every line item with the check mark before saving."
  </Step>
</Steps>

**When the athlete doesn't meet the rules.** Failing an item's age, gender, level, or achievement rule, or closed registration, shows an amber warning, but the item stays selectable: "Saving bills it anyway and repeats this warning once the invoice is saved." The save then shows "Saved with an override: ...". Waitlisted athletes ("Already on the waitlist.") can be billed too. Blocked: anything they already hold or that's already on this or another unpaid invoice ("Already on invoice \[reference]"), and a full membership. An empty list reads "Nothing left to add - they already have everything of this type."

**Required memberships and proration.** A membership the program requires, and the athlete doesn't hold, is added inside the program's line and billed with it. Removing the program line removes it. A membership bills only the rest of its current cycle unless **Prorate partial periods** is off. A future cycle bills in full.

**Changing the price.** On a draft or unpaid invoice, type a new **Price** on any catalog line. The line shows the list price and "This price applies to this invoice only", and **Reset to list price** puts it back. Paid invoices are locked.

**GL code and tax.** Custom lines, and catalog items with no GL code yet, show a **GL Code** picker. A catalog item keeps the code you pick for future invoices, and its **Done** waits for one. Each line shows its tax, such as "Taxable · \[rate] (from your tax settings)" or "Not taxable (item is tax exempt)".

**Which Family owns it.** Program, membership, and pass lines ask **Purchase belongs to** when the guardian has more than one Family. A pass always needs a Family: "A Family is required to own this pass."

**When it takes effect.** On a draft, program and membership lines offer **Takes effect**: **When the invoice is paid** (the default) or **When the invoice is sent**. The second enrolls the athlete (with any required membership), or starts the membership, as soon as you send, paid or not. A full program waitlists them. If that fails, the invoice still goes out and the items retry at payment. The sent invoice can't then be edited or cancelled. Use **Cancel items** ([How do I cancel a line item without refunding?](/club/refunds-cancellations/how-do-i-cancel-a-line-item-without-refunding)).

**If the family buys it online.** Buying the same program, membership, or pass online while your invoice is unpaid cancels the whole invoice automatically. Store items never trigger this ([Why was an invoice I sent cancelled automatically?](/club/payments-checkout/why-was-an-invoice-cancelled-automatically)).

**Related:** [How do I create and send an invoice?](/club/payments-checkout/create-and-send-an-invoice) · [How do I edit an invoice or delete a draft?](/club/payments-checkout/edit-or-delete-draft-invoice) · [Why was an invoice I sent cancelled automatically?](/club/payments-checkout/why-was-an-invoice-cancelled-automatically) · [How do I enroll an athlete in a program?](/club/athletes-families/how-do-i-enroll-an-athlete-in-a-program)