Fees and Reporting

1. Setting up Season or Term Fees:
   • Navigate to the "Fees" tab and select "Term Fees" (or your organization's equivalent).
   • Choose the term and teams/groups you want to apply the fee to.
   • Select the type of fee (fixed price, prorated, per session, etc.).
   • Specify the due date for the invoice and add the amount.
   • Save the fee, and you can edit or delete it as needed.
2. Creating One-off Invoices:
   • Again, go to the "Fees" tab and click on "Fees."
   • Add a one-off fee for a team or individual, specifying the amount and due date.
   • You can email the invoice directly to the recipients from Friendly Manager.
3. Financial Reporting:
   • Friendly Manager offers various reports, including outstanding fees, overdue fees, missing fees, and recurring fees.
   • These reports help you track payments, chase overdue fees, and ensure transparency in invoicing.
4. Zero Integration:
   • If you integrate Friendly Manager with Zero, you can manage your financial data seamlessly.
   • Configure tracking codes and bank account details within Friendly Manager to ensure accurate syncing with Zero.

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