Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
In the upper right corner, click
.Search Billing Profile or Add Profile.
For products not linked to a program, change the Due Date to the first day of the event that the invoice is related to or contact payment terms. All items linked to a program will use the program dates to recognize revenue.
Note: This is essential to ensure the revenue is properly recognized.Enable the Inter-brand checkbox.
Add the Purchasing Class for the payment.
Class Finder: https://forms.threestep.com/class-finder
Click Create Invoice.
Account Type: Select the appropriate category.
Check No Program or select the Program to Link: Select a program for roll-up reporting purposes.
No Program if the line revenue should not apply to a specific program
Select a Sub Account associated with the Invoice item
Enter date that Servicing Starts
Enter date that Servicing Ends
Program to Link if the item revenue should be associated with a specific program
Select Program
Name (of the Item): Item description as it should be displayed on the invoice.
Ex: Nike Sponsorship Fee, Tournament Charge, Food Vendor Fee, etc.).Cost Each: Input the amount to be charged per item.
Quantity: Confirm “1” is showing. Otherwise, update to the correct quantity if there are multiples of the same item.
Click Add Item.
On the Invoice Details page, the invoice will be shown under Invoice Items.
To add a payment click
. To schedule a payment, click .