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Must know
  • Buttons appear only when they make sense for the invoice’s state: nothing paid yet unlocks Add adjustment and Send to cart; a balance owing unlocks Record payment and Pay with club credit.
  • Adjustments, transfers and send-to-cart need financials.edit; recording a payment or paying with credit needs financials.create.
  • There is no whole-invoice “cancel” button — you cancel by ticking line items and choosing Cancel only (see the refund article).
Open any invoice from Financials → Invoices (or from a member’s Payment Info tab). The header shows the reference and “{name} · due {date}”, then Total, Paid and Balance due cards, followed by Line items (with a Refunded column and an Active/Cancelled status per line), Payments (with chargeback badges where relevant) and Payment plans. The header actions:
  • Record payment — log cash, cheque, bank transfer, Interac e-Transfer or a club-terminal card payment against the balance.
  • Pay with club credit — pay the full balance from the account’s club credit.
  • Take payment — settle in full with the account’s saved card or club credit (unpaid invoices with no payments and no active plan).
  • Add adjustment — “Add a manual charge or credit to this unpaid order. Use a negative amount for a credit. Adjustments are not taxed.” Fields: Description and Amount (negative = credit).
  • Send to cart — “Send this order’s items back to the member’s cart and cancel the order?” Useful when a member registered for the wrong league and needs to redo checkout.
  • Transfer — “Move this order to another account. The recipient must have signed in at least once.” Enter the New owner’s email.
For the receipt, use View Receipt from the invoices list. Staff who can see the club’s money (View Financials, Financial Admin or full access, with this club selected) can open any of the club’s receipts while signed in. Other staff see This receipt link has expired or isn’t yours, as a stranger would. A member asking for an old receipt can sign in and open it from their own invoices, or you can open it here and send them the PDF. /receipt/{id}/print on your club site is the printable registration sheet members use for pay-at-club orders, not a paid receipt. Related: How do I record an offline payment? · How do I refund or cancel a line item? · What are club credits? · What is on a member profile?