← 💰 Invoicing & Finances Module 7 · Manual

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.

Intro

The BallersBook platform supports tracking payments made via Interac e-Transfer. When you send an e-Transfer to your club, you need to mark the payment as confirmed in the system. This guide walks you through the basic flow: finding the invoice, copying the required memo code, sending the transfer, and clicking the confirmation button.

Prerequisites

  • A valid club account with finance features enabled.
  • An invoice issued to you or your child in the system.
  • Access to your online banking for sending an Interac e-Transfer.
  • The club’s e-Transfer email or phone number (provided separately).

Step-by-step

⚠️ Warning: The following steps are based on general expectations. The actual interface may differ. Please refer to in-app tooltips or contact support if you cannot locate the required elements.

  1. Log in to your BallersBook account and navigate to the Finance section where invoices are displayed.
  2. Locate the invoice you need to pay and click on it to open the Invoice Details page.
  3. Find the Memo Code field on the invoice. This is a unique reference number that links your e-Transfer to your account.
  4. Copy the Memo Code exactly as shown (including any hyphens or symbols).
  5. Open your online banking or mobile banking app and initiate an Interac e-Transfer to the club’s designated email address or phone number.
  6. In the e-Transfer message field, paste the Memo Code you copied. This ensures the club can match your payment to the correct invoice.
  7. Send the e-Transfer from your bank.
  8. Return to the Invoice Details page in BallersBook.
  9. Click the I have sent the e-Transfer button to confirm that you have initiated the payment.
  1. After clicking, the invoice status will update to Pending Verification. The club will manually confirm receipt before marking the invoice as paid.

Tips & Pitfalls

  • Double‑check the Memo Code before sending. A wrong code can delay payment matching.
  • Keep your e-Transfer confirmation number from your bank as a backup.
  • Do not click I have sent the e-Transfer until you have actually completed the transfer. The club relies on this to start the verification process.
  • If the I have sent the e-Transfer button is missing, the invoice may already be paid, or your account may not have the necessary permissions.

Summary

The Interac e-Transfer payment flow in BallersBook involves copying the memo code from an invoice, sending the transfer with that code, and confirming the action in the app. While the exact user interface is not fully documented, the general process should match these steps. For specific button names or layout, please consult the in-app help or reach out to your club administrator.