The Invoices report in Kilo GMS lists every package and retail invoice for all of your athletes in one place. You can filter, sort, and download it, and take action on any invoice directly from the report.
What you can do with the Invoices report
See package and retail invoices for all athletes
Filter and sort invoices
Download the report as a CSV file
Refund, void, or collect on an invoice
Change the payment method for a single invoice
Getting to the report
Select Invoices in the left menu of Kilo GMS.
To see invoices for one athlete only, open the athlete's profile and go to the Invoices tab.
Filter and sort the report
Use the four filter options at the top of the report to narrow the invoices shown.
Invoices are listed from oldest to newest by default. To change the order, click the up or down arrow beside a column heading.
Download the report
Click the printer icon to the far right of your screen to download the invoice data as a CSV file.
Take action on an invoice
Find the invoice on the report.
Click the blue arrow button to the far right of the invoice.
Select an action.
The actions available depend on the invoice's status.
Action | Available when | What it does |
|---|---|---|
Refund | The invoice is Paid | Refunds part or all of the amount |
Void | The invoice is not Paid, for example Upcoming or Failed | Removes the payment so it is no longer expected |
Collect on Invoice | The invoice is Failed or Upcoming | Collects the invoice immediately |
Change Payment Method | Before the invoice is collected | Updates the payment method for this invoice only |
How do I collect a failed or upcoming invoice?
Click the blue arrow button beside the invoice, select Collect on Invoice, then click Collect.
If a card or bank account is listed in the Payment Method column, that payment method is charged.
If the payment method is Cash or Check, the invoice is marked Paid. Only do this once you have collected the funds from the athlete.
Does voiding an invoice cancel the athlete's package?
No. Voiding an invoice does not remove the athlete's package or their available credits.
[CALLOUT — Warning] If an athlete should no longer have access to events, cancel their package early in addition to voiding the invoice.
Helpful tips
Use Change Payment Method for a one-time change to a single invoice
Mark cash and check invoices as collected only after you have the funds in hand
Use the athlete's Invoices tab when you only need one athlete's history
If you have questions about the Invoices report in Kilo GMS, our Support team is happy to help. Reach us at hello@usekilo.com.