💰 Invoicing & Finances
Invoices, payments, expenses, revenues, and P&L dashboards.
How to Export and Import Finance Data via CSV
Learn how to export invoices and payments as CSV files and use the smart auto-detection tools to import transaction data from Facebook Ads, Alibaba Orders, or custom templates.
How to Complete an Interac e-Transfer Payment
Learn how to access invoice details, copy the memo code, and confirm an Interac e-Transfer payment for a club invoice.
How to Make an Online Payment as a Parent
Learn how parents can pay club invoices online using the secure Stripe Connect credit card checkout system.
How to Record Cash, Check, or Interac e-Transfer Payments
Learn how to verify and manually record cash, check, or Interac e-Transfer payments to update invoice balances in BallersBook.
How to Track Club Expenditures in Finance
Learn how to log club expenses, create custom categories, upload receipts, and quickly repeat past entries with the Log Again button.
How to Track Non-Player Revenue and Export PDF Receipts
Learn how to record sponsorships, fundraisers, and donations in BallersBook and generate professional PDF receipts for your contributors.
How to Manage Payment Installments for Invoices
Learn how BallersBook automatically suggests payment installments (2, 3, or 4 payments) based on invoice amount, and how to customize them for your club or parents.
How to Use the Club P&L Dashboard
Learn how to view your club’s profit and loss dashboard, including revenue, expenses, net profit, and category breakdowns.
How to View Invoices and Track Payment History as a Parent
Learn how to access your child's billing page, review invoices, track installment history, and download PDF statements.
How to Add an Expense in BallersBook
Learn how to record a new expense in BallersBook to track your club's spending.
How to Generate Invoices for Players from a Season Roster and Apply Percentage Discounts
Step-by-step guide to creating invoices for all players in a season roster and applying percentage discounts using the BallersBook finance module.