Invoice Management

  • Adjustment Controls

    Invoices - Adjustment Controls Fee adjustment: Enables adjustments to be added to an invoice (e.g., scholarships, volunteer credits) that has not been fully paid. Select the specific player if there are multiple players (This is only applicable to Invite Based Registrations) on the invoice. In...

  • Changing or Transferring an Invoice to Another User

    Invoices are tied to the user that initiated the payment and are not transferable. When users register for a club program or competitive team, they agree to the waivers and acknowledgments the club has in place. Transferring the ownership of an invoice would take away any acknowledgments made by ...

  • Edit Installment or Payment Plan

    Invoices - Edit Installment Plan Editing installment plans is only applicable with Invite Based Registrations for active invoices where at least one installment has been paid. Note, the due date of remaining future installments can be changed. If there is more than one future installment, if an...

  • Invoice Refund

    Invoice - Refunds The Refund action is used to provide refunds (with or without transaction fees) from existing invoice payments. Select one of the installments (only Invite Based Registrations will have more than one installment) Select if the full installment is refunded with or without trans...

  • Notes & Player Controls

    Notes and Player Controls Notes: Annotations can be added so anyone collaborating (registrar, treasurer, other bookkeeper) can all have the same information Send notice: resends a link to the invoice to the user. Profile: brings up the Player Profile Payments: provides a list of payments assoc...

  • Overview

    Invoice Management Overview Various Byga workflows leverage the invoice management module: Team Invite Registration Custom Forms Programs (Form Based) Registration Tryouts Custom Invoices Invoices can have various states shown in the Financial Center: Created: unpaid invoices (e.g., from custo...

  • Status Controls

    Invoices - Status Controls Suspend/Resume: used to temporarily suspend or resume installment payments (e.g., someone needs extra time to pay; a player has a season ending injury and club policy allows installments to be suspended in lieu of a refund) Terminate: typically used when no additiona...

  • Transaction Controls (Charge Now, Offline Payments)

    Invoices - Transaction Controls Charge Now: provides a manual option to have payments that have failed. Offline payment: enables a paper check to be reflected on the invoice Refund: used to provide refunds (with or without transaction fees) from existing invoice payments Invoices - Charge N...