How to issue an Invoice for payment
This guide provides instructions for Club Administrators on how to issue Invoices for members to make payment for Memberships or Competition entries. It outlines step-by-step details that make managing finances and payments easy to track for administrators, ensuring that payments and eligibility are satisfied by members.
Invoices are primarily used when items such Memberships have been added to a member’s account but they have not yet paid, either via the BowlsLink or with the Club.
When adding a membership to member via their profile dashboard, the administrator will be prompted, ‘Pay Invoice? and have the options of ‘Yes’/’No’.
Selecting Yes will determine that the payments have been paid and no invoice is to be created
Selectin No will create an invoice that needs to be issued to the member – this is not automatic but the below steps will guide users through it.
Issuing an Invoice
After the membership has been added to a member’s profile and requires payment, click Finance on the lefthand navigation menu.
The following page will list the recent Payments in BowlsLink in chronological order.
Select the appropriate transaction and click the tool icon on the righthand side. This will provide various prompts including:
- Download
- Send
- Enter Payments
- Void
Click Send to issue the invoice to the member via email.
Note – currently the Invoices themselves and the automatically generated email that are sent to the member, cannot be customised. If an Administrator wishes to contact them with instructions, we recommend contacting them directly. The BowlsLink Email Campaigns are available and an efficient way to communicate with members – to find out more, see our BowlsLink Support Email Campaigns User Manual.
To view the Invoice in depth, click the Invoice Number
When viewing the Invoice Dashboard, you will see the amount charged, type of transaction, who it was issued to and the reason for the invoice – beneath the invoice number a Green (Sent) or Red (Not Sent) dot will appear.
Below is a SENT INVOICE
Below is an UNSENT INVOICE
If the Invoice remains unpaid and overdue, it can be VOIDED – once voided the membership becomes REVOKED and will need to be re-added.
To Void an Invoice, view the invoice dashboard an click the VOID button on the top right hand corner – you will be prompted to enter a confirmation code to finalise the void.
Paying for an Invoice
If members need assistance with paying for an invoice, they can follow our BowlsLink Support article How to Make Payment for an Invoice
Step-by-step guide
Add a Membership and issue an Invoice
How to Issue an Invoice
For more support please contact bowlslink@bowls.com.au