31 STEPS
1. This tutorial reviews updated features for Ad-Hoc invoices, including a new shortcut and the ability to attach a Competition to the invoice.
2. Ad-hoc invoices are often accessed from the Create Invoices area of the Postgame Workflow.
A shortcut has also been added to the menu under Payments for convenience.
Click the arrow next to Payments to expand the dropdown.
3. Click Ad-hoc Invoices
4. Expand the dropdown from Select Person to choose the person the invoice is for.
5. Type a name to search for the person.
6. For this example we will choose Serafini, Sandra
7. Select the Payor of this invoice from the dropdown.
8. For this example we will choose RefInsight Demo Payor
9. You can now attach a Competition to this ad-hoc invoice if you wish.
Ad-hoc invoices that have a competition attached to them can be batched with other invoices for this person for the same competition.
10. You can also leave the Competition blank if it is not associated with a specific Competition.
11. Note that if left blank, this invoice will be processed in its own batch.
Although no other invoices can be batched with it, several line items can be added to the invoice.
12. Click the Competition dropdown to see the list of Competitions.
13. For this example, we will choose Lakeville Fall Cup
14. Enter a description for the Ad-Hoc Invoice if you wish.
15. Click Create Invoice when finished.
16. If you need to adjust the invoice description, click Edit Invoice Description and make your changes.
17. Now it's time to add line items to this ad-hoc invoice.
Click Add Line.
18. Enter a Description for this Line Item.
19. Enter the Amount for this line item.
20. Click Create when finished.
21. Our ad-hoc invoice now has one line item.
Click Add Line to enter additional line items to this invoice.
22. Enter the description and amount of other line items and click Create when finished.
23. Click Release Invoice to Payor to send the invoice to the Payor Portal.
24. The Payor Details section updates with the release details.
Let's now go to the Payor Portal to see this invoice.
25. A shortcut to the Payor Portal is at the top of the page.
Users who are part of that payor's portal can log in and either view or action the invoice.
26. We are now in this Payor's portal and our Ad-Hoc Invoice is visible.
27. Click the invoice number to see the line items within this invoice.
28. Several actions are available on the right side of the page if the invoice needs to be marked as paid outside of Ref Insight Pay.
The invoice can also be edited if necessary.
29. Click Cancel to return to the invoice list.
30. Remember: Ad-hoc invoices that have a Competition attached to it can be batched with other invoices for the same person within the same Competition.
Ad-hoc invoices without a Competition will be batched alone, but you can add several line items.
31. Thank you for watching the tutorial on attaching a Competition to an Ad-Hoc Invoice.
