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When an order is paid, SportyPlus issues the invoice. If parents pay by bank transfer, importing your bank statement matches the payments for you.",[375,376,378],"h2",{"id":377},"the-monthly-run","The monthly run",[366,380,381],{},[370,382,383],{},"Academy Manager → Billing",[385,386,388],"h3",{"id":387},"_1-generate-the-months-orders","1. Generate the month's orders",[366,390,391,392,395,396,399,400,403,404,407],{},"In ",[370,393,394],{},"Generate orders",", pick the month and year and click ",[370,397,398],{},"Generate",". SportyPlus creates one order for every student who is ",[370,401,402],{},"Active"," on a programme billed monthly, at that student's own price. Paused, canceled and ",[370,405,406],{},"Awaiting first payment"," students are left out.",[366,409,410,411,414],{},"The new orders are ",[370,412,413],{},"Not sent",": nothing has gone to parents yet, so you can check them first. They take a moment to appear.",[366,416,417],{},"Generating doesn't happen on its own. The dashboard reminds you when students still need an order for next month.",[366,419,420],{},"Generating a month again only adds orders for students who don't have one for that month yet, such as children enrolled since. A cancelled order doesn't count, so cancel a student's order if you want it raised again.",[385,422,424],{"id":423},"_2-send-them","2. Send them",[366,426,427,428,432,433,436],{},"When the list shows ",[370,429,431],{"n":430},""," unsent orders",", click ",[370,434,435],{},"Send orders",". Each order is emailed to the student, or for a child to their parents, with a link to pay online. You can also send a single order from its row.",[366,438,439,440,443,444,447,448,451],{},"Orders are emailed only if your club has the ",[370,441,442],{},"Admin order created"," email template under ",[445,446,148],"a",{"href":149},". Reminders use ",[370,449,450],{},"Admin order reminder",". Without them nothing is sent, and SportyPlus tells you which template to add.",[385,453,455],{"id":454},"_3-record-payments","3. Record payments",[457,458,459,466,481],"ul",{},[460,461,462,465],"li",{},[370,463,464],{},"Paid online:"," the order is marked paid on its own.",[460,467,468,471,472,476,477,480],{},[370,469,470],{},"Paid by bank transfer:"," ",[445,473,475],{"href":474},"#bank-statements","import your bank statement",", or use ",[370,478,479],{},"Mark as paid"," on the order.",[460,482,483,471,486,488],{},[370,484,485],{},"Paid in cash:",[370,487,479],{},".",[366,490,491,492,495],{},"Marking an order paid issues its invoice; an ",[370,493,494],{},"Invoice"," badge appears on the row.",[385,497,499],{"id":498},"chasing-unpaid-orders","Chasing unpaid orders",[366,501,502,503,506,507,510,511,514,515,518],{},"Filter by ",[370,504,505],{},"Pending"," and use ",[370,508,509],{},"Send Reminder"," on a row, or select several and ",[370,512,513],{},"Send Reminders",". A student's page also has ",[370,516,517],{},"Send reminder"," for each unpaid order.",[366,520,521],{},"Before chasing anyone, import your latest bank statement: until it's read, an order showing as unpaid may already have been paid. The dashboard warns you when your last import is a week old.",[375,523,525],{"id":524},"the-orders-list","The orders list",[366,527,528,529,531,532,531,534,531,537,540],{},"Filter by status (",[370,530,413],{},", ",[370,533,505],{},[370,535,536],{},"Paid",[370,538,539],{},"Cancelled","), month and year, or search; the list starts on the current month. You can export it to CSV.",[366,542,543],{},"On each order:",[457,545,546,552,558],{},[460,547,548,551],{},[370,549,550],{},"View order"," opens it to change lines or amounts.",[460,553,554,557],{},[370,555,556],{},"Cancel"," cancels it without emailing anyone.",[460,559,560,563],{},[370,561,562],{},"Delete"," removes a cancelled order.",[366,565,566],{},"Selected orders can be deleted together if none of them was ever sent or all were cancelled. SportyPlus asks before deleting, and a deleted order can't be restored.",[366,568,569,572],{},[370,570,571],{},"Edit invoice design"," opens the email and invoice templates.",[385,574,576],{"id":575},"one-order-for-one-student","One order for one student",[366,578,579,580,583],{},"On a student's page, ",[370,581,582],{},"Generate order"," creates one month's order for one programme and emails it straight away, for example for a child who joined mid-month. It refuses a month that already has an unpaid order for that programme.",[375,585,587],{"id":586},"bank-statements","Bank statements",[366,589,590],{},[370,591,592],{},"Academy Manager → Bank statements",[366,594,595],{},"Import the statement your bank gives you, and SportyPlus matches each incoming payment to an open order.",[385,597,599],{"id":598},"importing","Importing",[366,601,602,603,606],{},"Click ",[370,604,605],{},"Upload a statement"," and choose the file:",[457,608,609,615],{},[460,610,611,614],{},[370,612,613],{},"camt.053 (XML)"," is best.",[460,616,617,618,621,622,531,626,629,630,633],{},"The bank's ",[370,619,620],{},"XLS, XLSX or CSV"," export also works. Columns are recognised by their headings, in English or Croatian: date, credit (or ",[623,624,625],"em",{},"uplata",[623,627,628],{},"potražuje","), amount, payer name, payer IBAN, payment reference (",[623,631,632],{},"poziv na broj",") and description.",[366,635,636],{},"Files up to 20 MB. The same file can't be imported twice. Only incoming payments are read.",[385,638,640],{"id":639},"emailing-your-statements","Emailing your statements",[366,642,643],{},"If your bank emails you the statement, you can forward that email to SportyPlus instead of uploading the file.",[645,646,647,665],"ol",{},[460,648,649,650,432,653,656,657,661,662,488],{},"Under ",[370,651,652],{},"Email us your statements",[370,654,655],{},"Create an address",". Your club gets its own private address, ending in ",[658,659,660],"code",{},"@gun.sporty.plus",". Click ",[370,663,664],{},"Copy",[460,666,667],{},"Forward your bank's statement email to that address, with the statement still attached. To skip even that, set up a rule in your mailbox that forwards the bank's statement emails to it automatically.",[366,669,670],{},"The attachment is imported exactly like an upload, and its payments land in the same lists. The same rules apply too: a statement already imported changes nothing.",[457,672,673,689,692,698],{},[460,674,675,676,678,679,681,682,685,686],{},"Attach ",[370,677,613],{},", or the bank's ",[370,680,620],{}," export. A ",[370,683,684],{},"ZIP"," of those files also works. Other attachments, such as a PDF copy of the statement or the bank's logo, are ignored. ",[370,687,688],{},"A PDF statement can't be read.",[460,690,691],{},"Each attachment can be up to 10 MB.",[460,693,694,697],{},[370,695,696],{},"Recently received"," lists the last ten emails and what came of each: how many payments were read, already imported, no statement attached, or a file that couldn't be read.",[460,699,700],{},"If you forward the email from the address you sign in to SportyPlus with as a club admin, you also get an email back with the result.",[366,702,703,704,707],{},"Keep the address private: anything sent to it is imported into your club. If it gets out, click ",[370,705,706],{},"Replace the address",". The old address stops working straight away, so update any forwarding rule in your mailbox to the new one.",[385,709,711],{"id":710},"how-payments-are-matched","How payments are matched",[713,714,715,728],"table",{},[716,717,718],"thead",{},[719,720,721,725],"tr",{},[722,723,724],"th",{},"Match",[722,726,727],{},"What happens",[729,730,731,747,755,763,771],"tbody",{},[719,732,733,744],{},[734,735,736,737,740,741],"td",{},"The payment uses the order's ",[370,738,739],{},"payment reference"," and the ",[370,742,743],{},"exact amount",[734,745,746],{},"The order is marked paid and its invoice issued, automatically.",[719,748,749,752],{},[734,750,751],{},"The reference matches but the amount differs",[734,753,754],{},"Proposed, for you to decide.",[719,756,757,760],{},[734,758,759],{},"The payer's bank account was confirmed on an earlier import",[734,761,762],{},"Proposed.",[719,764,765,768],{},[734,766,767],{},"The description names the student and mentions the order or the month",[734,769,770],{},"Proposed. One payment can be proposed against several orders.",[719,772,773,776],{},[734,774,775],{},"None of these",[734,777,778,779,488],{},"Listed under ",[370,780,781],{},"No suggestion",[366,783,784,785,788,789,792,793,488],{},"The counters show how many were ",[370,786,787],{},"Closed automatically",", how many ",[370,790,791],{},"Need a decision",", and how many have ",[370,794,781],{},[385,796,798],{"id":797},"deciding","Deciding",[457,800,801,823],{},[460,802,803,806,807,810,811,814,815,818,819,822],{},[370,804,805],{},"Need a decision:"," each proposal says why it was made. ",[370,808,809],{},"Confirm"," attaches the payment to the order; ",[370,812,813],{},"Not this"," rejects the proposal. ",[370,816,817],{},"Confirm all"," confirms every proposal at once, after warning you how many rest only on a name in the description. ",[370,820,821],{},"Match again"," proposes again for everything you haven't confirmed.",[460,824,825,828,829,832],{},[370,826,827],{},"No suggestion:"," search for the open order the payment belongs to and attach it, or choose ",[370,830,831],{},"Not academy income"," for payments that have nothing to do with the school.",[366,834,835,836,488],{},"A payment that covers what is still owed marks the order paid and issues the invoice. A smaller payment is recorded against the order, which stays open as ",[370,837,838],{},"partly paid",[366,840,841],{},"Ask parents to use the payment reference printed on their order. Those payments close on their own.",[385,843,845],{"id":844},"undoing-an-import","Undoing an import",[366,847,848,851],{},[370,849,850],{},"Discard the last import"," removes the most recent statement so you can import it again, for example after uploading the wrong file. It's refused once a payment from it has been confirmed or has paid an order. A payment that has paid an order can't be detached here; that needs a credit note.",{"title":430,"searchDepth":853,"depth":853,"links":854},2,[855,862,865],{"id":377,"depth":853,"text":378,"children":856},[857,859,860,861],{"id":387,"depth":858,"text":388},3,{"id":423,"depth":858,"text":424},{"id":454,"depth":858,"text":455},{"id":498,"depth":858,"text":499},{"id":524,"depth":853,"text":525,"children":863},[864],{"id":575,"depth":858,"text":576},{"id":586,"depth":853,"text":587,"children":866},[867,868,869,870,871],{"id":598,"depth":858,"text":599},{"id":639,"depth":858,"text":640},{"id":710,"depth":858,"text":711},{"id":797,"depth":858,"text":798},{"id":844,"depth":858,"text":845},"Raise the monthly orders for your school, send them to parents, record payments, and match your bank statement to them.","md",null,{},{"icon":126},{"title":878,"description":879},"School billing and bank statements","Monthly school fees in SportyPlus, from generating and sending orders to matching bank payments.","wADox9SJ3xWEDyR_a1A_VmO1kueM8ULiSqyKp_mL1_o",[882,884],{"title":132,"path":133,"stem":134,"description":883,"icon":126,"children":-1},"Create your school's programmes, enrol students, and move, pause, reprice or remove them.",{"title":140,"path":141,"stem":142,"description":885,"icon":126,"children":-1},"Book your school's trainings on the courts, and see how many hours each coach and student trained.",1794323221443]