How to Create an Invoice / Payment Request within Serve Tennis

This guide will go through how to create a one-off payment request / invoice or recurring payment request within the Payments module. This will give you the ability to invoice and request payment from your players / members or coaches, which can be used over a range of products. 

Examples of where you may want to create an invoice within Serve Tennis: 
 

Steps to create payment / invoice: 

Note: You need to have a Stripe Express account linked before you do this. 

•  Go to Payments module on the left-hand side of the Admin area and then click on either 'Orders' or  'Subscriptions' as shown highlighted below:
  
  

• Click on Create Payment -  Click on 'Create payment' and you'll be taken to this pop up screen, you'll need to add the following information in:   

  

  • Contacts - When clicking on 'Add customer' you will see you can add a new contact or a search for a player that is already linked to the club contacts module. Please note: You can add more than one contact here.
  • Products - Click 'Add item' you will be able to add a new product or select a product you have already created in the system. Add the Quantity and the Price for the product.  ie. for the private lesson example, it may be $40 for a 30-minute lesson, and you want to invoice for 3 lessons. So the total would be $120. Please note: You can add more than one item here.
    
    
  • Payment Details - Select "one-off payment" or "monthly subscription" to create a recurring monthly payment.  For the monthly subscription, you can select the date the payment should be withdrawn, the number of months, or continuous. You and the player can cancel at any time. View subscriptions in Subscriptions tab.  
    
    Reference: This is what will appear on the statement and to the person receiving the payment request. 
    
    
     
• Click Request Payment- An email is then sent to the contact with a link to make the payment. 
• You can see the Order in the orders tab: 
• The player will receive an email with a link that will take them to their USTA profile and Orders page where they are able to view the order details and make the payment. They can also access their orders by logging into their USTA account, click on Profile and select My Orders. 
  
  
  
  To make a payment is very easy, as shown below: 
  
  
• Once paid, the system will update the payment status in Serve Tennis under the Orders Page to reflect the payment made

• Edit the Fulfillment Status of an order by clicking on the order number, then selecting from options : Received, Pending, Completed, Shipped, Cancelled 
  
   

  

  
   

• Order information can be exported to a CSV - Add filters as needed.