Concessions Overview

How to Apply a Concession to an Invoice

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 you want to pro-rate.

4. Click the invoice number to open the invoice.

5. Under Payment Schedule and History, click the money sign.

6. Amount: Adjust to the amount being discounted.

7. Method: Use the dropdown to select Concessions.

8. Method Sub-Type: Use the dropdown to select the reason for the concession.

• Discounts sub-types:

  • Coaches Child

  • Earlybird

  • Multi-Registration

  • Promotional

• Scholarships sub-types:

  • Athletic Ability

  • Financial Aid

• Prorates sub-types:

  • Full Withdrawal - No Participation

  • Injury Withdrawal

  • Late Registration

  • Program Canceled or Shortened

  • Seasonal Registration

Note: Full Withdrawal - No Participation and Program Canceled or Shortened will not go towards the prorated Total Limit within reporting.

9. Description: Skip this section.

10. Click Save Payment.

11. Allocate to the correct line item.

12. Confirm that the current balance on the invoice is the original balance less the applied concession.

13. Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.

How to View Payments and Concessions Reporting

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Program > Payments and Concessions.

3. Filters:

   • Sports

   • Brand

   • Activity Type

   • Program Start Date

   • Program End Date

   • Transactions Start Date

   • Transactions End Date

4. Press the Filter button.

5. The Payments and Concessions table will populate in these columns.

   • Sport

   • Brand

   • Program ID

   • Program Name

   • Registered

   • Fiscal Year

   • Activity Type

   • Program Fees

   • Payments

   • Discounts

   • Scholarships

   • Sch./Disc. Budget

   • Sch./Disc. Budget Used

   • Sch./Disc. Over/Under

     • Calculation of Scholarship and Discount total used in relation to the program budget.

   • Prorates

   • Prorate Budget

   • Prorate Budget Used

   • Prorate Budget Over/Under

     • Calculation of Prorate total used in relation to the program budget.

   • Bad Debt

   • Interbrand

   • Total Non-Cash

   • Current Balance

6. Select Export to Excel.

How-Tos:

• How to Apply a Concession to an Invoice

• How to View Payments and Concessions Reporting

Videos:

• How to Apply a Concession to an Invoice

• How to View Payments and Concessions Reporting