Financial Management

Revenue Dashboard

Navigate to Revenue to see your club’s financial overview. The dashboard shows:

• Total Revenue — All payments collected
• Outstanding Balance — Unpaid invoices
• Collection Rate — Percentage of invoices paid
• Breakdowns by program, team, and status

Payment Items

Go to Revenue > Payment Items to configure fees:

• Create registration fees, team dues, equipment charges
• Set base prices and optional payment plans
• Mark items as required or optional
• Configure recurring vs one-time charges

Outstanding Balances

The Outstanding Balances page lists all families with unpaid invoices:

• Filter by team or date range
• View total owed per family
• Send payment reminders directly

Transaction Report

View a detailed log of every transaction:

• Payment date, amount, and method
• Associated athlete and program
• Receipt access

Roster Fee Status

Track fee collection on a per-team basis:

• See which athletes on each team have paid
• Identify outstanding balances by team
• Useful for coaches to confirm roster eligibility

How Parents Pay

Parents can pay invoices through:

• The Parent Portal payment section
• Direct payment links sent via email
• The /pay/:invoiceId public payment page

Tips

• Set up payment items before the season starts to streamline registration
• Use the outstanding balances view weekly to follow up on unpaid invoices
• The transaction report is useful for end-of-season financial reconciliation