<aside> đź’ˇ This guide is for club administrators. If you are a club member, please click here.
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This guide explains how to add or reverse line items (ie how to charge or credit any membership).
There are a few ways to add line items to memberships. If the membership has an upcoming invoice, you can simply add the line item to that scheduled invoice. Alternatively, you can add a line item to an existing draft invoice, or a new invoice. Finally, you can add many line items in bulk through a Batch Billing run.
Click on the membership you’d like to bill, and then navigate to the Billing tab.
Scroll down to the section for the Next invoice. This row displays the upcoming invoice subtotals and total, plus the date and time that the invoice is scheduled to be finalized.
Click the “+ Add to Next Invoice”
When prompted, type in the name of the item you would like to invoice for. Selecting an existing product allows Clubspot to automatically calculate tax and accounting rules.
Follow the prompts to add the line item. Clubspot will automatically bill the member for that item on their next scheduled invoice.
Sometimes you want to bill for a line item right away (out of cycle). You can do that by creating a an ad hoc invoice with one or more line items, and finalizing it right a way.
Click on the membership you’d like to bill, and then navigate to the Billing tab.
Scroll down to the section for the Next invoice.
Click the “+ New Invoice” button
When prompted, type in the name of the item you would like to invoice for. Selecting an existing product allows Clubspot to automatically calculate tax and accounting rules.
Follow the prompts to add and invoice for the line item.
You can also add line items to upcoming invoices and/or issue out of cycle invoices in bulk. Please see our guide on Batch Billing for more: