How to Create a Vendor Invoice

Notes:

• The process of creating an invoice should not be used for participant registration revenue. It is for third-party invoicing only.

1. Sign in to a PlayerFirst website.

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

3. In the upper right corner, click .

4. Search Billing Profile or Add Profile.

5. Enter Service Start and Service End dates.

6. If the invoice is Inter-brand, select Customer is another 3STEP Brand

   • Select Purchasing Brand and Sub-Brand and Accouting Group where necessary

7. Click Create Invoice.

8. Account Type: Select the appropriate category.
   View GL Accounts Here:

9. Program to Link: Use the Class Finder to find your program.

10. Override Servicing Start/End Dates

11. Name (of the Item): Item description as it should be displayed on the invoice.
    Ex: Nike Sponsorship Fee, Tournament Charge, Food Vendor Fee, etc.).

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. Click Add Item.

15. On the Invoice Details page, the invoice will be shown under Invoice Items.

16. To add a payment click . To schedule a payment, click .
    Read More: How to Add a Payment Schedule to an Invoice

Related Articles:

• How to Add a Line Item to an Invoice

• How to Create an Account

• How to Add a Payment Schedule to an Invoice