Create an Invoice

How to Create an Invoice

There are three different ways to create an invoice in Full Out. No matter which method you use, the invoice will first be created in Draft status, meaning only staff in the Admin Dashboard can see it until it is finalized or sent.

Below are the three ways to generate an invoice.

Option 1: Create an Invoice Using Quick Sale

  1. In the upper right corner, click the Shopping Cart icon.
  2. Search for the family you want to invoice.
  3. Select either:
    • Create New Invoice, or
    • Add to a Draft Invoice if one already exists.

This method is helpful for quickly creating invoices while working from anywhere in the dashboard.

Option 2: Create an Invoice from the Family Billing Page

  1. Navigate to the Families account.
  2. Select the Billing History tab.
  3. Click + New Invoice.

This option is useful when you are already working within a specific family account.

Option 3: Create an Invoice from the Billing Dashboard

  1. Go to Billing in the main navigation.
  2. Select the All Invoices tab.
  3. Click + New Invoice.

This option is helpful when managing invoices in bulk or reviewing billing across all families.

Completing the Invoice

Once the invoice has been created, it will appear in Draft Status. Only staff members in the Admin Dashboard can see draft invoices.

To complete the invoice, you will need to add line items.

Add Line Items

When adding a line item, you will be prompted to fill in the following fields:

  • Billing Category – Select the appropriate category for the charge.
  • Athlete – Choose the athlete the charge applies to.
  • Line Item – Select the specific charge.
  • Amount – Enter the amount to be billed.

Set the Post and Due Date

  • Post Date – This is the date the invoice will be sent and visible to the family.
  • Due Date – This is the date payment is expected.

If the invoice needs to be sent immediately, you can send it right away by clicking the Send Invoice button. This will post the invoice and make it visible to the family.

Autopay will run on the Post or Due Date based on your settings.

Additional Invoice Options

You can also enhance your invoice by adding products or discounts.

Add Products

Learn how to create and add products here:

https://support.fulloutsoftware.com/article/98-create-product

Apply Discounts

Learn how to apply discounts here:

https://support.fulloutsoftware.com/article/21-discounts