Invoices and billing
Create and review invoices, follow ledger status and track payment records. Agree squad fees and household rules during setup.
Bring billing and payment records together, see the jobs that need attention and give families their own invoice view. Go beyond collecting squad fees with Finance Intelligence.
Live at Academy Swim Team · onboarding by discussion
Create and review invoices, follow ledger status and track payment records. Agree squad fees and household rules during setup.
Let families check their own invoices and outstanding balances in the Portal, reducing routine requests for statements.
Review income and expenditure, provider records and the exceptions that need investigation.
Match recorded activity to bank transactions and identify what remains unreconciled.
Explore budgets, session profitability and cash-flow assumptions with the information the club has recorded.
Use finance views and exports to support treasurer reviews and conversations with the accountant.
Provider-confirmed collections, provider payouts, invoice accrual and bank cash answer different questions. Finance Intelligence exposes the reporting basis and data-confidence warnings so the treasurer can check what each figure means.
Reports depend on complete records, reconciliation and correct configuration. They support your club’s financial decisions; your treasurer and accountant remain responsible for tax, statutory reporting and accounting policy.
GoCardless, SumUp and other connected services have their own accounts, availability and fees. We will agree the integration scope and separate provider costs before you move live.
See what to include in your quote →Tell Lewis how you bill today, what payment services you use and where reconciliation becomes difficult. We can show the relevant finance tools and plan a checked parallel run.