Finance

In the finance section of BowlsLink you will be able to find all information related to finances of your club.
The finance section is further divided into Invoices and Fees.

Invoices

When you are in the invoices section you will be provided with a list of all the invoices related to your club.
You will also be given the functionality to create custom invoices.

1. The list is divided into three sections (tabs) - approved, draft and voided.

2. For each invoice listed here you will be able to retrieve further information by clicking on the desired invoice.

   1.  

Creating a custom invoice

When creating a custom invoice for a particular member of your club you will need to follow the steps below.

1. Click "Create Custom Invoice" in the top right-hand corner. 

   1.  

2. Select the member of your club you would like to raise the invoice for.

   1.  

After you have selected your member you will be able to customise your invoice. You will be able to perform the following actions:

1. Add line item to the invoice, this will be blank when first added.

2. Select dates - You can specify when the invoice was issued and when the invoice is due for payment

   1.  

3. You will be able to provide detail what you are invoicing the member for.

   1. Item

   2. Type

   3. GST

   4. Total

4. Approve - Once you have included all required details in your invoice you can approve your invoice for action.

   1.  

5. Delete - If your invoice is no longer required you can delete the current version of your invoice.

6. Download - If you need to save your invoice externally or print it you will be able to download the invoice for further actions.

   1.  

Approved

In the approved tab of the listed invoices you will find all invoices that are currently approved. These invoices are ready and you can perform the following actions:

1. Enter payment - If you have received payment (full or partial) for your invoice you will be able to record it here.

2. Send - If your approved invoice still needs sending you will be able to do this through this function.

3. Download - Should you require to download your invoice you will be able to do this here.

4. Void - Should this invoice no longer be required it can get voided here.

5. View Payments - If you need to check in more detail when payments where made you can do this here.

   1.  

   2. If you choose to enter a payment, you will need to select the method of payment and how much is being paid. If a credit card is used, the details will need to be provided as well. 

   3.  

   4. If you choose to void the invoice, a confirmation will appear.

   6. If you choose to view payments, you will be able to see a history of payments and are able to void these if required.

   7.  

Draft

In the draft tab of the listed invoices you will find all invoices that are currently in draft status. These invoices are not approved yet and you can perform the following actions:

1. Edit - Change the details of the invoice before approving

2. Delete - Delete the invoice from the system 

3. Approve - Approve the invoice and make live for payment

4. Download - Should you require to download your invoice you will be able to do this here.

   1.  

Voided

In the voided tab of the listed invoices you will find all invoices that have been voided.

Fees

When you are in the fees section you will be provided with a list of all the different fee items related to your club. As a overview, you create fee items, which are the individual things you will be charging members for. These are then added to a fee package, which allows you to group together items. Finally the fee package is assigned to the relevant members of your club. 
The list is divided into these three sections (tabs) - fee items, fee packages and fee labels.

Fee Items

1. Adding a fee item

   1. When adding a new fee item you will need to follow the below steps:

   2. Click on the "Add Fee" button at the top right-hand corner. 

   3.  

2. You will now add the details for the fee. The details are:

   1. Name - Give the fee you are creating a name that is relevant and that will be understood by your members.

   2. Description - Give more specific details what this fee is for to help your members understand what this fee relates to and covers.

   3. Price and GST - Specify the price of the fee and whether it should include GST.

   4. Fee Type - You can select a fee type that already exists.

   5.  

   6. If the fee type does not exist, you can select "Add a new fee type" to create a new type that can be reused for other fees moving forward. Click on the option to add a new fee type, enter a label for the fee type and then click add to make it available for use.

   7.  

3. Once a fee item is added, you can click on the action menu to edit it as required, or to delete it if it is no longer required. Any of the details entered above can be edited.

   1.