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Create an Invoice

Is someone asking to receive an invoice instead of paying through the app? Here's how to do it📨

Written by Lukas Grenstad

In Hoopit, it's super easy to create an invoice for members who receive financial support or for other reasons cannot pay through the application.

When you are logged in at admin.hoopit.io, first click on Finance -> Payment Requests in the left menu. Here you can search for the name of the person you want to create an invoice for. When you find the payment you want to create an invoice for, click on the three small dots on the far right so that the option Create a new invoice becomes visible.

Then you proceed to this step. Here you fill in payment due date, account number, net amount and optionally a note that will be visible on the invoice. Finally, you can download the invoice from the top right corner. This will give you a PDF file that you can send to the member.

When you see that the money has been paid into the club's account, you must adjust the payment to manually marked as paid in the finance pages. This is done by clicking Finance -> Invoices in the left menu, search for the name of the person who has paid in. Next, click on the three small dots and edit. Here you can change the payment status to manually paid.

When this is done, the payment will disappear from the user's inbox, and the amount will be recorded on the payment.

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