- 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.
- 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.
- 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.
- 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.
