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  1. Sign in to a PlayerFirst website that best reflects the sponsorship's reach.

    1. Local Sponsorship: Sign in to the respective brand’s PlayerFirst site.

    2. Regional Sponsorship: Sign in to the respective region’s PlayerFirst site.

    3. Sport-Specific Sponsorship: Sign in to the respective sport vertical’s PlayerFirst site.

    4. 3Step Sponsorship (All Brands): Sign in to 3Step’s PlayerFirst site.

  2. On the left navigation, click Sales > Invoices.

  3. In the upper right corner, click (blue star) .

  4. Use the typehead to search for the Billing Profile, if it exists within PlayerFirst,orclick Add Profile.

  5. Set the Due Date for the invoice, based on the sponsorship agreement.
    Note: This is essential to ensure the revenue is properly recognized.

  6. Click Create Invoice.

  7. Item Type: Select Sponsorship & Revenue Shares.

  8. Account Type: Select Sponsorships.

  9. Select No Program unless the Sponsorship is for a specific program.

  10. Sub Account: Select the appropriate sub-account.

  11. Name (of the Item): Item description as it should be displayed on the invoice.
    Ex: Nike Sponsorship Fee

  12. Cost Each: Input the amount to be charged per item.

  13. Quantity: Confirm “1” is showing. Otherwise, update to the correct quantity if there are multiples of the same item.

  14. Season: Set the fiscal season for the invoice, based on the sponsorship agreement.
    Note: See the Financial Season Table at the bottom of the page.

  15. Click Add Item.

  16. The invoice will now be visible to the client; confirm everything on the invoice is correct.

  17. Admin Notes: Add a note with today’s date, a brief explanation of actions taken, and your full name.

Financial Season Table

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Spring Starts 

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3/20 

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Summer Starts 

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6/21 

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Fall Starts 

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9/23 

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Winter Starts 

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