INTRODUCTION
Feature Summary: Set up the Batch Billing additional feature.
Use Cases: System users save time by generating multiple invoices from a single dashboard page.
SETUP REQUIREMENTS
The first step is to enable the additional feature.
Log in to the admin dashboard.
Navigate to SETTINGS > ADDITIONAL FEATURES row.
Click Additional Features. A new page displays.
Note: For clubs on Legacy pricing, the Additional Features row and icon will be labeled Add-Ons > Manage Add-ons.
Open the Setup page
Scroll down to the Financial Features > Batch Billing & Invoicing heading.
Check the box.
Read the terms in the popup window and click I Agree to proceed.
Click the Setup button. A new browser tab opens with the Invoice Settings page. Fill in the fields and click Save changes.
System users can easily access the Invoice Settings page (SETTINGS > BILLING SETTINGS > Invoice Settings icon) after enabling the Batch Billing add-on.
Fill in the Form
Contact information - Enter the club's business address and contact information.
Memo - Enter a message to place on every invoice. (optional)
Next Invoice Number - Set the first number for invoice numbering.
Invoice Due Days - Set a net due date for receipt of payment.
Prevent Members from Paying Transactions if Member has Pending Invoices - If this box is checked, players cannot pay for individual fees if they have an outstanding invoice.
Allow Members to Pay Invoices on Member Portal - If this box is checked, players can pay invoices on the member portal. If unchecked, players would need to pay their invoices through the notification they receive once an invoice has been generated for their account.
Default Invoices to Show Details - If this box is checked, the default invoice template includes detailed information about the charges.
Allow Multiple Invoices Per Account - If this box is checked, Courtreserve can generate more than one invoice for a single account.
Hide Email on Invoices - If this box is checked, CourtReserve does not display the business's email address on the invoice.
Hide Member Number on Invoices - If this box is checked, the CourtReserve does not show the player's CourtReserve number.
Date on Invoice - Click the field and select an option - The Fee Date or the date of the reservation, lesson, or event.
Upload New Logo - Upload a business logo. CourtReserve auto-loads the logo if the system user added a site logo (SETTINGS > PORTAL SETTINGS > Website).
VIDEO TRAINING
This video provides an overview of batch billing on CourtReserve.