Invoices

The price list, invoices, payments and what is still owing.

What this part of Sports Club OS does ↗

Overview

• What Invoices doesEvery invoice the club raises, whatever raised it: what is owed, payments recorded against it, what is overdue, and the invoice as it prints.

How to

• Change or void an invoiceChange an invoice's lines, dates or notes while nothing has been paid on it, or void an invoice raised by mistake so it is no longer owed.
• Print an invoice or save it as a PDFOpen an invoice as it prints, headed Tax invoice or Tax invoice / Receipt, and print it or save it as a PDF to send.
• Raise an invoiceRaise an invoice by hand for a member or contact, from the price list or with lines you type, as a draft or issued straight away.
• Record a paymentRecord money received against an invoice, in full or in part. A paid renewal moves the member's expiry, and the payment joins the club's income.
• See what is still owingUnpaid invoices lists every issued invoice with something owing, what is overdue, and the stage each has come to on the club's reminder schedule.

How it works

• Invoice line categories and GST codes, and why they matterEvery invoice line has a category, which decides where its income is counted, and a GST code, which decides its GST. How each line gets them.
• The reminder schedule (reminders are not sent yet)How the club sets up to six reminder stages around an invoice's due date, what each invoice remembers of them, and why no reminder is sent yet.