> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter-curling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create an invoice?

> Bill an account by hand from Financials → Invoices, and read the invoice list.

<Note>
  **Must know**

  * Creating an invoice needs *financials.create*. Registrations, memberships and passes on a hand-made invoice are only fulfilled when it reaches **Paid**.
  * Statuses you will see: **Draft**, **Unpaid**, **Paid**, **Past due**, **Partially paid**, **Partially refunded**, **Refunded**, **Cancelled**.
  * The list has no status filter. **Resend Email** re-sends your club's own invoice email to the account holder and needs *financials.edit*. An invoice can be resent up to three times in 10 minutes.
</Note>

Most invoices are created for you when a member registers. Create one by hand for anything else — a locker, a rental, a one-off charge.

<Steps>
  <Step title="Open the sheet">
    Go to **Financials → Invoices** and click **Create Invoice**. The **Create New Invoice** sheet opens.
  </Step>

  <Step title="Pick who pays">
    Choose the **Guardian** (the account holder to bill), set **Status** to **Draft** or **Send Immediately**, and a **Due Date**.
  </Step>

  <Step title="Add lines">
    Under **Line Items** choose an item from the catalogue (**Choose item** — Programs, Events, Memberships, Passes, Products, Venues) or **Custom item**, with **Description**, **Qty** and **Price**. Click **Add Item** for more lines, add **Notes** if you like, and click **Create Invoice**.
  </Step>
</Steps>

The Invoices page shows three tiles — **Outstanding Amount**, **Collected this Month** and **Payment Success Rate** (last 30 days) — and the **Recent Invoices** table (Invoice #, Guardian, Description, Due Date, Status, Amount; partially paid rows show "\{amount} due"). Each row's menu offers **View details**, **View Receipt**, **Copy Payment Link**, **Resend Email** and **Download PDF**.

* **Copy Payment Link** copies the invoice's link in the Members Portal, the same link your invoice emails carry. The member signs in and sees the invoice with **Pay now** where your club takes cards.
* **Resend Email** sends the template that matches the invoice's state. An invoice with money owing (unpaid, past due or partially paid) gets **Order submitted (offline)** with the balance due. A paid invoice gets **Order paid (online receipt)**. Both use the wording you set under [customized transactional emails](/club/communications/how-do-i-customize-transactional-emails). The toast confirms "Email sent to \{email}". Draft, cancelled and refunded invoices have nothing to resend. Too many resends in a row are refused with "This invoice was just emailed. Please wait a few minutes before resending."

Members pay from their own portal's **Invoices** page (**Pay now**) or the link in their email.

**Related:** [What can I do on an invoice?](/club/money/what-can-i-do-on-an-invoice) · [How do I record an offline payment?](/club/money/how-do-i-record-an-offline-payment) · [How do I refund or cancel a line item?](/club/money/how-do-i-refund-or-cancel-a-line-item)


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