Payment Items & Invoicing

Setting Up Payment Items

Navigate to Revenue > Payment Items to configure your club’s fees and charges.

Creating a Payment Item

1. Click Create Payment Item
2. Configure:
   • Name — e.g., "Season Registration Fee", "Jersey Deposit"
   • Amount — Base price
   • Type — One-time or recurring
   • Required — Whether this fee is mandatory
3. Click Save

Invoice Generation

Invoices are created when:

• An athlete registers for a program with associated fees
• An admin manually creates an invoice for a family
• A recurring fee is due

Payment Methods

Parents can pay invoices through:

• Parent Portal — Online payment from their dashboard
• Direct Link — Payment URL sent via email
• Public Payment Page — Accessible without login via a unique URL

Tracking Payments

From the Transaction Report, view:

• Payment date and amount
• Payment method
• Associated athlete and program
• Transaction receipts

Tips

• Set up all payment items before registration opens
• Use descriptive names so parents understand what they’re paying for
• The outstanding balances view helps identify families that need payment reminders