To utilize the Finances Tab on your Crossbar site, ensure you are logged into your club's site and navigate to your Dashboard, then the Finances tab. If you do not have access to the Finances tab and believe you need access, please reach out to us at help@crossbar.org so we can set up your account.
Once on the Finances tab, you’ll be able to view a summary of your paid, pending and past due totals.
Scrolling on this page will also allow you to view the income your club has made by specific program:
When viewing a specific program, you can select the Details icon to get more information on the specific players and families who have made payments for this program
At the top of the Summary page, you’ll see tabs for Deposit Reports, Transaction Reports, Donations, Invoices & Accounts:
Deposits:
Deposit Reports are generated each time funds are deposited into your account, and those reports provide details on which players and programs the dollars in each deposit total come from.
Transactions:
The Transaction Reports allows you to pull reports by Deposited or Processed transactions within a time frame you determine.
These reports are exportable and are built to be easily uploadable to your club’s accounting platform.
Donations:
This page links to your club’s personalized donations dashboard where you can directly intake donations or sponsorships from your community.
This page is pre-filled with donation amounts, including an option for donators to choose the specific amount they'd like to donate, but if you’d like to change the pre-filled amounts listed, please reach out to us at help@crossbar.org with the new totals you’d like to show, and we’ll make that change for you.
Invoices:
Designed primarily for Facilities utilizing the Facility Manager to invoice for space bookings, the Invoices can be a helpful place to create and send bills to https://help.crossbar.org/en/articles/8652552-invoicing
Accounts:
Under the Accounts tab, you can manage and view the bank account(s) on file for your organization.
In addition to your Finances tab, the Registrations Dashboard will also show payment details for your specific player registrations. From the Registrations tab of your Dashboard menu, you’ll choose the Program you’d like to review and select the “Sign Ups” tab under the Season Menu.
Here you’ll see a Registration Report that includes all pertinent information about that player’s registration. Again, clicking the Details icon to the left of each player will enable you to go to that player’s profile to view, edit or cancel upcoming installment payments, create/edit future installments or charges, refund payments or log offline payments:
Here is what you'll see on that player's profile
Charge: creating a charge today for the family's payment method on file
Installment: creating a future-dated charge for the family's payment method on file; if added with no payment method on file, the family will receive an email prompting them to enter a method to complete the payment on the date scheduled
Offline payment: logging a payment accepted outside of the system (Venmo, Check, Zelle, etc.)
To refund a payment, you'll choose this icon on that registration details page:
You can also navigate to specific player registrations from the Finances tab by clicking the Details icon that shows on both Program summaries, as well as Transaction or Deposit Reports:
From the Registration page, you’ll also have the ability to Bulk Charge any player(s) from your Season/Program registration. From the Registration report, you’ll be able to Filter the report to select any subgroup of players from the report, and you’ll view the option at the top right of the page to “Bulk Charge” that group; selecting “Bulk Charge” will allow you to choose the installment amount and the date of the installment.
Once added, those families will get a notification about a future payment added to their account. More on how to do that here:
For more on your Finances Tab or to schedule 1-1 training for your organization, reach out to us at help@crossbar.org!