Sign into County Portal. Here you will see the 'County Cups' menu option
If there is no entry fee for the Cup you do not need to Create an Invoice. However, as per County Cup Setup please ensure your products have been setup.
TABLE OF CONTENTS
Creating Invoice
Step 1. Click on 'Ready to Invoice', this will bring up a list of Clubs that have teams submitted for your County Cups.
The filters are defaulted to only show clubs that require an invoice.
Any Club that has alreday been invoiced and paid that invoice will not show unless you clear the filters.
This will also show Clubs that have entered your Cup Competitions from other County FA's
Step 2. Select the Club that you wish to raise the invoice for by clicking Select Entries to the right hand side of the Club you wish to Invoice
The 'Team Entries' column shows how many County Cups that club has entered, how many require invoicing and if they have entered any County Cups with other County FA's
Step 3. Select which entries you wish to invoice by clicking on the box to the left of the entry. You can also select all entries that have not yet been invoiced by selecting the box at the top of the list.
The final column labelled 'Invoice Number' will show the number of the invoice if that entry has already been invoiced.
Step 4. Select 'Create Invoice'
Step 5. This will bring up a confirmation box stating the Club Name, How many Teams and the Total Cost to be Invoiced.
To issue the invoice please select 'Confirm'
The invoice will now show in the Club Portal for the Club to pay and they will be sent an email to inform them of this.
Manual Payments
If a club pays their Entry Fees through the Payment tab in Club Portal this will automatically update and there is no requirement for County FA input. The County FA will only need to perform this step if Club pays in any way other than through the Payments Tab on Club Portal.
Step 1. Click on 'Invoiced', this will bring up a list of Clubs that have Invoices generated
Step 2. Select Invoice that has been paid by clicking on the line.
This page will show all invoices raised for County Cup entries and there current status of 'Paid', 'Void', 'Invoiced'
If a Club has had more than 1 invoice generated they will be listed multiple times
Step 3. Select 'Mark as Paid' if Club have paid the Invoice
Step 4. Select 'Confirm' to mark invoice as 'Paid'
This will not update the Invoice in Xero. The County FA will need to update the Invoice manually.
Cancelling Invoice
Step 1. Click on 'Invoiced', this will bring up a list of Clubs that have Invoices generated
Step 2. Select Invoice that needs to be cancelled by clicking on the line.
This page will show all invoices raised for County Cup entries and there current status of 'Paid', 'Void', 'Invoiced'
If a Club has had more than 1 invoice generated they will be listed multiple times
Step 3. Select 'Cancel Invoice'
Step 4. Enter reason for cancellation and then select 'Confirm'
The Invoice will now show as 'Void' in both County Portal and Club Portal
This will not cancel the Invoice in Xero. The County FA will need to cancel the Invoice manually.