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Must know
  • Search finds people and numbers. It matches the invoice number, the guardian’s name or email, and athletes named on the invoice.
  • Filters narrow the rest. Status, Season, Payment methods, Program, Guardian, Athlete, and Created, Due or Payment date.
  • Find orders waiting on you. Use Payment methods > Cash or E-transfer to find checkout orders waiting for you to record the payment.
  • Filters are remembered. They stay set when you come back to the list, so check the number on Filters if invoices seem to be missing.
Where to find it. Go to Financials > Invoices. Above the list sit Outstanding Amount, Collected this Month (net of refunds) and Payment Success Rate (last 30 days). Columns: Invoice #, Guardian, Description, Due Date, Status, Amount.
1

Search

Type in Search invoices…. Every word must match, in any order. Descriptions aren’t searched. Club website orders are listed too, numbered like INV-[number]-[code], but checkouts a family never finished are not.
2

Filter

Click Filters to open Filter invoices. Filters apply as you pick them.
3

Clear

Clear filters (toolbar) or Clear all (panel) resets the filters but not the search box.
What Status can’t find. Options: All statuses, Draft, Unpaid, Paid, Overdue, Cancelled, Partially paid, Partially refunded, Refunded, Charged back, Retrying, Failed. There’s no Past due or Processing option: Unpaid returns Unpaid and Past due invoices, and a Processing invoice shows under Unpaid (or Overdue once it is past the grace period). Imported invoices count under Paid, Refunded or Partially refunded. Cash or e-transfer orders. Under Payment methods, a paid invoice matches how it was paid. An unpaid one matches the cash or e-transfer the family chose at checkout. Any still reading Unpaid, Past due or Overdue is waiting for you to record it with Take payment. Leave Payment date empty, or those drop out. No membership filter. To find invoices with a required membership fee, use Program or Season, or search by athlete. Online registrations. Search the guardian or athlete. For the full path, see What happens when a family registers on my club website, and where do I see it? Markers. Beside the status: Imported from previous system or Email failed. Under it: Payment plan · 2 of 4 paid (· Installment overdue when late) or Plan installment 2 of 4. When part of an invoice is still owed, the rest shows under the amount, for example $40.00 due. See What do the invoice statuses mean? Dates and memory. Created and Payment dates follow your club’s timezone. Search, filters and page stay set in this browser tab until you close it or sign out. Related: What do the invoice statuses mean? · How do I take a payment on an invoice? · How do I search and export my transaction history? · How do I create and send an invoice?