How to invoice with accounting in SportMember

Before you send an invoice: Important preparations

1. Add payment details

Make sure you have registered the club's bank account number in SportMember beforehand, otherwise there will be no payment method on the invoice and the recipient will not know where to send the money.

2. Create the customer

Go to Accounting and Contacts and create the company or person who will receive the invoice.
Fill in these fields:

• Company name
• CVR number (if applicable)
  
• Contact person
  
• Email address (very important - otherwise the invoice cannot be sent)

How to create an invoice

1. Go to Accounting and Invoices
2. Click on Create invoice
   
3. Select the customer you just created
   
4. Select the contact person (the one who should receive the invoice)
   
5. Add the product you want to invoice (e.g. a sponsorship)
   - If the product is not already created: create it immediately so that the amount is posted to the correct revenue account

When the invoice is ready, you have two choices:

• Approve - the invoice is created but not sent
  
• Approve and send email - the invoice is sent directly to the customer by email

TIP: You can always find and download the invoice as a PDF under Invoices.

How to register a payment on an invoice

When the customer pays (typically via your bank), you need to enter the payment manually in the Cashbook.

1. Go to Accounting and Cashbook
   
2. Click Add transaction
   
3. Change transaction type from Financial voucher to Customer deposit
   
4. Select the invoice that has been paid
   
5. Set the date when the money is received
   
6. Enter the amount received

Once this is done, the invoice is automatically marked as paid in the system.

In a nutshell

1. Add your bank details under Payment method
   
2. Create the customer under Contacts
   
3. Create and approve the invoice under Invoices
   
4. Send the invoice via email
   
5. Register the payment in the Cashbook as Customer payment