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Mike Romano

Mike Romano

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  1. Sign in to a PlayerFirst website.

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

  3. Use the search and filters to find the invoice.

  4. Click the invoice number to open the invoice.

  5. Click the (blue star) button.

  6. Complete the following information:

    • Account Type: Search and select Program Management Fees: Installment Fees (40665).

    • Program to Link: Select the program the invoice is associated with for roll-up reporting purposes.

    • Name: Item description as it should be displayed on the invoice.
      Ex: Installment Fee

    • Cost Each: Input the installment fee cost for each installment fee.

    • Quantity: Update to the correct quantity. This number should correspond with the number of payments within the payment plan.

  7. Click Add Item.

  8. The line item will now appear on the invoice as outstanding.