Invoices and bank transfers

Who issues invoices (one-time setup)

Done by the director: Operations → “Courts” → “Setup” ▾ → “Settings”. The “Invoices: who issues them, proformas” tour shows the same.

1. In “Who issues invoices” choose ZeroScore, your head accountant, or both.
2. Type the head accountant’s e-mail; separate several with commas. Every invoice request is e-mailed there.
3. To e-mail a proforma to customers paying by bank transfer, tick “Send a proforma invoice for bank-transfer bookings” and press “Save” in this box.
4. Fill in your company name, code, VAT code and address — they are printed on invoices. Press “Save”.

Court invoices

“Courts” → “Invoices”:

• “New invoice” — bill a member or a company;
• “Invoices” — invoices issued;
• “Proforma” — proformas sent;
• “To issue (head office)” — what the head accountant must still issue.

All invoices in one place: “Reports” → “Invoices”

Operations → “Reports”, section “Invoices” collects court, hostel and hall invoices. The director and the accountant see it.

• Type: “All”, “Courts”, “Hostel”, “Halls”.
• Invoice status: “To issue” (not sent yet), “Sent” (waiting at the head accountant), “Issued”.

Send to the head accountant

1. Choose the period and the “To issue” status. You see bookings, stays, camps and hall bookings whose buyer gave company details but have no invoice yet.
2. Tick the rows (“Select all”).
3. Press “Send to head accountant (…)” and confirm with “Send”.

One request is made per buyer, all in one e-mail. The items stay reserved until the head accountant records the invoice or the request is cancelled (they can then be sent again).

No e-mail went out?

Without a head accountant e-mail the requests are saved but nobody is e-mailed. Set it in “Courts” → “Setup” ▾ → “Settings” → “Who issues invoices”.

Bank statement import

Got the bank statement file? “Courts” → “Calendar”, press “Import statement” — transfers are matched to bookings by their payment reference (conference-room transfers too).

You can also confirm a single transfer by hand: type the reference, press “Find” and confirm.