Easy Access to Client Statements in Travel Sports Pro
Providing your Players and Parents with accurate client statements can help you to clearly communicate with your members about their balance and payment history. Below is a basic example of a client statement.
These client statements can be configured in many different ways with lots of info or minimized info. To configure these options, go to the Admin Dashboard, click on Settings > Global Settings. Next, type the word “statement” in the search bar, and you will find there are many options including:
- Show Logo: you can upload a logo that will be shown on the invoice
- Show Payments Section: You can set this to “no” and then only charges will be shown but not payments
- Show Charges From: this allows you to show charges from a specific date until the present. Perhaps, you only want to show charges from the current year for example.
Statements can be emailed or printed from each client’s ledger. Maybe you only want to send a statement to those customers with an outstanding balance? The outstanding balance report can help you find those customers that owe a balance. Additionally, TSP has many other accounting features and reports to help you.
