Custom Invoice Overview

When players on a team need to be invoiced for items that are not part of a registration, a Custom Invoice can be utilized. For example, this can be due to a player moving to a more expensive team after they have already paid off an installment plan.

Basic Settings

Add a descriptive name and enable a reminder email (every N days).

Payments Settings

Payment Line Items

When the Custom Invoice is in draft mode, use the “+” to add line items. Use the “x” to delete line items.

Add payment methods and optionally select the bank account if more than one is defined for the club.

Note, once the invoice is “Open,”, new line items can not be added.

Messaging Settings

In Invoice invitation email and a Thank you email can be customized. In addition, text to be seen on the invoice payment screen can be customized

Messaging Settings: Invoice Email

Click on Thank You Message to edit the message. Click on the preview button to see a preview.

The following wildcard is supported in the invoice email: $player.

The following are additional wildcards that are not undocumented: $contact_name and $reg_fee_amount.

Messaging Settings: Checkout Message

Click on the Checkout message to edit the message that appears during checkout.

Messaging Settings: Thank You Message