How to Create a Vendor Invoice for Sponsorship

Note: 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 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 .

4. Use the typehead to search for the Billing Profile, if it exists within PlayerFirst, or click 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. Account Type: Select the appropriate Sponsorship account type.

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

9. 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

10. Select Program to Link if the item revenue should be associated with a specific program

    • Select Program

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

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

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

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

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.