How to Create and Send an Invoice | DragonFly Athletics Help Center

How to Create and Send an Invoice

How to Create and Send an Invoice

DragonFly users can create a general purpose invoice, and send it to any organization in our ecosystem.

Updated over 2 years agoDavid Sikes

To create and send an invoice, follow these steps:

1. Click on the 'School Funds' or 'Organization Funds' section from the navigational menu on the left of the screen

2. Click on the "Invoices" tab

3. Click the "Create Invoice" button

   

4. Fill in the details of your invoice, including:

   1. Invoice Title

   2. "Send To:" Field (just start typing the name of the organization and select)

   3. "Pay Into:" Field (destination account for payments received)

   4. Item Name and Price

   5. Invoice Notes

   6. Due Date (if applicable)

      

5. When you have completed each section, click the "Send Invoice" button

   

Click on the 'School Funds' or 'Organization Funds' section from the navigational menu on the left of the screen

Click on the "Invoices" tab

Click the "Create Invoice" button

Fill in the details of your invoice, including:

Invoice Title

Invoice Title

"Send To:" Field (just start typing the name of the organization and select)

"Send To:" Field (just start typing the name of the organization and select)

"Pay Into:" Field (destination account for payments received)

"Pay Into:" Field (destination account for payments received)

Item Name and Price

Item Name and Price

Invoice Notes

Invoice Notes

Due Date (if applicable)

Due Date (if applicable)

When you have completed each section, click the "Send Invoice" button

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