The Overview shows who to chase first.
How it works
Overview
The financial pulse: collected, total outstanding, overdue 'to chase', and committed spend. A 'Needs attention' panel lists who to chase (parent confirmations, overdue subs, overdue invoices), plus collection trends by period and plan.
Subscriptions
Create a plan (e.g. 'U14 monthly · £40'), generate a charge per player per period, then record payments, mark paid, waive or export the ledger to CSV. Parents can flag 'I've paid this' for you to confirm.
Invoices & purchase orders
Raise line-item invoices (optionally linked to a player) and branded, printable PDFs — with a recipient address. Purchase orders mirror this for money out (suppliers), with a status flow and printable PO. Both are tenant-private; POs are internal only.
Step by step
- 1Open Finance — the Overview shows what's owed and who to chase.
- 2On Subscriptions, create a plan and generate the period's charges.
- 3Record payments, or confirm a parent's 'I've paid this'.
- 4On Invoices, raise a line-item invoice and print it.