09 Invoices

The Player Invoice form allows you to create or view invoices specific to a player.

09.1 Creating an Invoice

1. Choose the Invoices button on in the Invoicing menu. The screen below, will appear.
   
   
   
   
2. Enter player details into the white, data entry areas. The Invoice ID number is allocated automatically
   
   
3. When all details have been entered, choose the Add Products button to specify the products the individual player is to be invoiced for.
   
   
4. Choose the relevant product from the Product ID combo box. Double-click in the Date Start field for the Tennis PRO! Calendar. Choose the Start date.
   
   
5. Repeat this process for the Date End field
   
   
6. Change the quantity if relevant
   
   
7. After entering these details, choose the left side bar to save your data. The pencil will change to a triangle, indicating saved data
   
   
8. Choose the Preview button to view the invoice for the player
   
   
9. Repeat the process for further products if necessary
   
   
10. To invoice another player, choose the Add button at the top of the screen.

09.2 Viewing an Invoice (Print Preview)

After entering the invoice details for a player, choose the Preview button at the top of the screen to view a preview of the invoice. An invoice such as the one below will be shown.

This is also be achieved by choosing the Preview Invoices button from the Financials menu and locating the same invoice.

 

09.3 Printing an Invoice

Choose the Print button at the top of the screen to print out the invoice.

To close the Player Invoice form and return to the Financial Module, choose the Close button .