How to Create a Payment/Invoice (One-off Payment and Recurring Payment Requests)

This guide will go through how to create a one-off payment within the payments module. This will give you the ability to invoice and request payment from your players / members or coaches. This can be used over a range of products. 

Examples of how you may use it could be: 

 

Racquet Stringing Services	Sales of Club Merch, i.e. hoodie	Birthday Parties	Team Tournament Fees
Ball Machine Hire	Sales of Tennis Balls	Donations / Fundraiser	Club House Key Deposit
Private Lessons	Facility Hire - monthly subscription or one off	Recurring Facility Rental Fees	Car Parking Space

To create an Invoice / Payment Request 

Step 1: Go to Payments module on the left hand side of the Admin area and then click on Subscriptions or Orders as shown highlighted below:

 

Step 2: Click on 'Create payment' and you'll be taken to this pop up screen, you'll need to add the following information in: 

 

• Contacts: When clicking on 'Add customer' you will see you can add a new contact or a search for a player that is already linked to the club contacts module. Please note: You can add more than one contact here.

• Products: When clicking on 'Add item' you will be able to add a new product or select a product you have already created in the system. You will need to add the Quantity and the Price for the product too. Please note: You can add more than one item here.

• Payment Details: For payment type you would need to select 'One-off payment' and add a Reference as what this is in regards to. The reference will be used in the Stripe account showing what the payment is for.

If you want to create a monthly subscription, you can select the date the payment should be withdrawn, You also select if it should be for a number of months, or continuous. You and the player can cancel at anytime. 

Reference: This is what will appear on the statement and to the person receiving the payment request

Step 3: Then click on 'Request payment'. This will then be sent to your contacts you have selected.

Step 5: You will then see the pop up appear confirming this has been sent to the player: 

FAQs for Payments 


Q: How can I resend an invoice?  
A: At present there is not a button to resend a payment, this is coming in a future release. However, you can ask the person to check their orders from their profile. To do this, they will click on their login and click on Profile and then look at their Orders. As below. From here they can view their order details and make a payment. 


 

Q: Do people get a receipt of their payments? 
A: Yes, if you have enabled stripe receipts from your account. You can see this article how to enable stripe receipts; Enable Stripe Receipts