Must know
- Invoicing stays locked until your payments account is verified and payouts are set up. Until then you’ll see a “Set up payments to start invoicing” prompt instead of the Create Invoice button.
- An invoice must go to a guardian already on file — you can’t create a new family while building the invoice.
- Sending an invoice adds its total to the guardian’s balance and emails the family a copy with a link to pay.
1
Open the invoice builder
Go to Financials → Invoices and click Create Invoice.
2
Choose the recipient
Under Recipient, search for and select the Guardian this invoice is for.
3
Add line items
For each charge, fill in a Description, Qty, and Price. Each line can also be tagged to a specific Athlete (optional) — handy when one invoice covers several kids. Use Add another item for more lines. The subtotal, tax, and total update as you type.
4
Set the due date
Pick a Due date. If the date is already past your grace period, you’ll get a heads-up that the invoice will show as overdue.
5
Save or send
Under Delivery, choose Save as draft to finish later, or Send immediately to email the payment link now. Then click Save draft or Send invoice.