📝 Overview
This article explains how to apply a team credit to a player's invoice during the team payment process and how to delete a credit if it was applied in error or is no longer needed.
Team credits are applied from the team roster during checkout and are recorded on a specific player's invoice. Depending on the credit type, this may reflect a discount for an individual player or a credit on behalf of the whole team. Credit types can include employee discounts, early registration credits, or other facility-defined adjustments. This option is only available for normal teams and does not apply to individual teams.
🔑 Authorizations
The following authorizations control access to team credit actions.
Click the arrow to learn more about team credit authorizations
Click the arrow to learn more about team credit authorizations
Discretionary Credits - Required to apply a credit to a player's invoice during team payment checkout.
Delete Invoice Credit - Required to delete a credit from a customer's Invoice History.
🛠️ Applying a Team Credit
Team credits are applied during the team payment process from the team roster. This is most commonly done for the team manager but can be applied to any player on the roster.
Click the arrow to learn how to apply a team credit
Click the arrow to learn how to apply a team credit
Navigate to the team and select the Roster tab.
Locate the player the credit should be applied to. If they have not yet been added to the roster, add them first.
Select Pay next to the player's name.
In the Team Payment window, select the Apply Credit tab.
Under Credit Type, select the appropriate option:
Employee
Early registration credit/discount
Other
Enter the Credit amount.
(Optional) Add an Explanation. This note will appear on the customer's invoice.
Select Apply credit.
⚠️ Important Note: Credits are applied immediately without confirmation. Double-check the credit type and amount before selecting Apply credit.
🗑️ Deleting a Team Credit
If a credit needs to be removed, for example if a team fell through or a credit was applied in error, it can be deleted from the customer's Invoice History. Deleting a credit removes the associated invoice entirely, as if it was never created.
Click the arrow to learn how to delete a team credit
Click the arrow to learn how to delete a team credit
Navigate to the customer profile where the credit was applied.
Select the Invoices tab.
Scroll down to the Program Invoices section.
Locate the credit entry and select Delete Credit.
When prompted, select OK to confirm or Cancel to keep the credit.
⚠️ Important Note: Deleting a credit permanently removes the associated invoice from the system. This action cannot be undone.
💡 Pro Tips
⚠️ Apply credits before checkout is complete - Credits are applied immediately and cannot be edited after the fact. If a wrong amount was entered, the credit must be deleted and re-applied.
📌 Use the Explanation field - Adding a note when applying a credit helps staff understand why it was given when reviewing the invoice later.
🧠 Deleting a credit removes the invoice - The associated invoice is removed from the system entirely. If the player still owes a balance, a new invoice will need to be created.
❓ 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
Click the arrow to view frequently asked questions
Can I edit a team credit after it has been applied?
Click the arrow to see the answer
Click the arrow to see the answer
No. Credits are applied immediately and cannot be edited. To correct an error, delete the credit and re-apply it with the correct information.
Who can see the explanation added to a credit?
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Click the arrow to see the answer
The explanation appears on the customer's invoice and is visible to staff with access to that invoice.
What happens to the invoice when a credit is deleted?
Click the arrow to see the answer
Click the arrow to see the answer
The invoice is removed from the system entirely. If the player still owes a balance for that program, a new invoice will need to be created.
Where can I find a credit after it has been applied?
Click the arrow to see the answer
Click the arrow to see the answer
Applied credits appear on the customer's invoice. From the customer profile, select the Invoices tab and open the relevant invoice. The credit will be listed as a Discount Credit entry.