Associations bill member schools through Invoices. Each invoice covers one school, appears in that school's Bound account for online payment, and stays on the association's invoice list until it is paid.
Invoices created from an activity land on this same list, so season dues, fines, and activity fees are tracked together. See Invoice by activity for that process.
Add an invoice for one school
Go to Schools -> Invoices.
Click Manage Invoices, then select Add Invoice.
Under Search for School, start typing the school's name, then click Add School next to the correct result.
Enter a Title. This is the label the school sees on the invoice.
Select a Category: School Dues or Other.
Set Status to Active. The school cannot pay the invoice until it is active.
In Notes, add any further detail the school needs about the invoice.
Select a Due Date, and enter the Amount Due.
Under Stripe Accounts, select the account the payment should go to. If your association has only one Stripe account connected, select that account.
Turn on Upcharge Processing Fees to add the processing fee to the school's total.
Turn on Send Email Reminder to AD to notify the school's athletic director.
Click Create.
Find and edit an invoice
Go to Schools -> Invoices.
Narrow the list by searching for the school or using the filters above it: Active or Inactive, Paid or Unpaid, activity, and school year. You can also search by school or title.
Click the edit icon next to the invoice.
Update the invoice. The edit screen adds a School Year field, and Category expands to School Dues, School Other, Season Dues, and Season Other.
Click Save.
NOTE: Delete Invoices removes the invoice permanently. That data cannot be recovered.
Record a cash or check payment
Use this when a school pays outside of Bound and you need the invoice marked paid.
On the Invoices list, click Complete Cash/Check on the invoice row. This option also appears at the bottom of the invoice's edit screen.
Enter the Name of Individual and Email of Individual who submitted the payment, so that person receives a notification of completion. If you leave the email blank, the notification goes to the athletic director.
Select a Payment Method: Cash or Check.
For a check, enter the Check Number (Optional).
Click Complete Payment.
