Documentation — Finance

Finance — subs, invoices & purchase orders

Money in and money out in one place, across four tabs: an at-a-glance Overview, recurring Subscriptions, ad-hoc Invoices and Purchase orders. Parents see and pay/print their own invoices in the portal.

Dashboard › Finance
Coaches with finance access; admins. Parents see their own invoices.
Chase and bill
app.rinktracker.com
Finance — Overview
OverviewSubscriptionsInvoicesPurchase orders
Needs attention · £180 owed
Sam Carr — 6 days overdue
1

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

  1. 1Open Finance — the Overview shows what's owed and who to chase.
  2. 2On Subscriptions, create a plan and generate the period's charges.
  3. 3Record payments, or confirm a parent's 'I've paid this'.
  4. 4On Invoices, raise a line-item invoice and print it.

All documentation