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Must know
  • Copy payment link and Resend invoice show on invoices that still owe money: Unpaid, Past due, Overdue, Retrying and Failed. For a Partially paid invoice, use Take payment instead.
  • The link opens the invoice in the family portal, and only the guardian it is billed to can pay it. A guardian with no password is emailed an account setup link and comes back to the invoice.
  • The family can put account credit and gift cards toward the invoice and pay the rest by card or bank. On invoices you create by hand, your service fee for the method they choose is added when they pay.
  • After a resend, wait a moment before you resend again.
Before you start. Send the invoice first. Draft, Processing, Paid, Cancelled and imported invoices have neither action.
1

Find the invoice

Go to Financials > Invoices and open the action menu on an invoice that still owes money, or open the invoice to use the buttons at the top. The same menu is on a guardian’s Billing tab (Athletes > Guardians) and on a recurring charge’s page (Financials > Recurring Billing).
2

Copy the link or resend the email

Choose Copy payment link (“Payment link copied to clipboard”) and paste it into a text or chat. If you see “Couldn’t build a payment link”, nothing was copied. Or choose Resend invoice (“Invoice resent”) to email the guardian the “Invoice issued” email again, link included. Resending needs the Edit Financials permission.
What the family sees. The link opens the Uplifter family portal, even for a club with its own website domain. The guardian must sign in as the person the invoice is billed to. Anyone else who signs in sees “Couldn’t load this order.”, so forwarding the link does not work. A guardian who never set a password sees “Check your email”, sets a password from the emailed link and lands on the invoice. How they pay. If the invoice includes programs that need waivers, the family signs them first. Then they can apply account credit and gift card balances and pay the rest by card or bank, whichever your club accepts. On invoices you create by hand, and on checkout orders where the family chose to pay cash or e-transfer, your service fee for that method and any active surcharges are added at that point. A payment plan invoice is paid from the plan’s installment section. After they pay. While the payment confirms, the invoice reads Processing and both actions are hidden. A card takes seconds. A bank debit can take days. Then it moves to Paid and the family gets the “Checkout receipt” email. If the email doesn’t arrive. If you switched off “Invoice issued” under Settings > Communication > Notifications, or the guardian’s address is blocked after a bounce or spam complaint, Resend invoice sends nothing but still shows “Invoice resent”. Copy the link instead. An Email failed tag beside the status means the last send failed; Resend invoice retries it, and a failed send does not start the wait. A second resend right away shows “This invoice was just emailed. Please wait a moment before resending.” Related: How do I take a payment on an invoice? · How do I create and send an invoice? · What do the invoice statuses mean? · How do I pay an invoice that’s due or overdue?