📝 Overview

Dash allows you to charge product fees in two different ways. You can invoice a product to selected roster members, creating individual open invoices, or you can add a fee to a team invoice, increasing the total amount the team owes as a group. These tools help you manage both team-level charges and player-specific costs directly from the roster.

🛠️ Setup

Before you begin, ensure the product you want to charge is already created in Cash Register settings.

Click the arrow to review setup steps

This section explains how to verify the product is ready for use.

Confirm the product exists and can be rung up through the Cash Register/Point of Sale page or by using a UPC code.
Add the product to a shopping cart before assigning it to a roster or team.

📊 How It Works

Dash provides two different invoicing options depending on whether the charge applies to the whole team or only to specific roster members.

👥 Option 1: Add Fees to a Team Invoice

Use this when the team should collectively owe the amount. This updates the Team Invoiced balance for Normal teams.

⚠️ Important

You must add products to the team invoice before the team has been invoiced.
Once a team invoice is generated, additional products cannot be added to that existing invoice.

Click the arrow to learn how to add fees to a team invoice

Follow these steps to charge an entire team:

From the Cash Register/POS, add every product the team should pay for to the shopping cart.
Navigate to the team roster page for that team.
In the Fees panel, click Create Invoice or Invoice Team to open the invoice cart for the team.
The shopping cart opens and shows the team fee product along with any additional products you added from the Cash Register.
The invoice is assigned to the Generic Customer. You do not select or attach a specific customer when invoicing a team.
Review the total and confirm the items that the team will be paying for.
Click Invoice Team in the shopping cart.
The team is invoiced for the full amount. The Fees section shows the billed and due amount, and a banner confirms that the team has been invoiced.

✍️ Common uses:

Team rentals, practice time, tournament fees, shared equipment, or any cost the team pays as a whole.

👤 Option 2: Invoice Products to Roster Members

Use this when specific individuals should be billed. This creates individual open invoices for selected roster members. This is available on all roster and group types.

Click the arrow to learn how to invoice products to roster members

Follow these steps to charge selected roster participants:

Add the product to the shopping cart.
Navigate to the roster the players belong to.
From the Actions menu, select Assign Roster to Cart.
Uncheck any roster members you do not want to invoice.
Inside the shopping cart, click Invoice Customers.
If you want to set up automatic payment collection (for customers with saved credit cards), choose a payment or collection date for all invoices being created.
(Optional) Add a note that will appear on each customer’s invoice and email receipt.
- Example: For payment plans, this is a good place to note the date the invoice will be collected.
Review the checkbox labeled Add to Program Fee.
- This is on by default, meaning the amount will be included in the customer’s expected roster fee.
- Turn this off if you want to create a standalone open invoice not tied to the roster.
Click Invoice to generate all invoices. You will see a Summary page showing which customers have valid credit cards on file.
After the invoices are created, if you chose to add the amount to the roster fee, it will now appear in the roster’s billing details.

💡 Pro Tips

⚠️ Confirm the charge type: Team fees affect the team invoice. Roster invoicing creates individual invoices. Make sure to choose the correct option for your situation.
🧠 Team fees require a team roster: The team invoicing workflow is only available for standard team rosters.
📌 Add all team items before invoicing: You must add every product the team should be charged for before creating the team invoice.
📣 Assign roster to cart is always available: All roster and group types allow the Assign Roster to Cart action for individual invoicing.
⛔️ Team invoices are not tied to one customer: Team invoices are always billed to the Generic Customer.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions