Overview
The Unit Invoices screen allows Council leaders to review what each unit owes the Council, record payments, apply adjustments, and view invoices. You can filter the view by district and manage Council-level payout settings from this screen.
To access Unit Invoices, go to Finance > Unit Invoices in the left navigation.
Council Settings and Reports
At the top of the screen, a Council Settings and Reports panel contains two payout options and a report link.
Accept Unit Payouts
When checked, the council opts in to allow units to direct their fundraising payout to the council rather than receiving it themselves. Checking this box indicates that you have read and agreed to the Council Disbursement Authorization Terms & Conditions.
Accept Unclaimed Payouts
When checked, any unit payout that has not been claimed by January 31 will automatically be sent to the Council. Checking this box also indicates agreement to the Council Disbursement Authorization Terms & Conditions.
Council Transaction Report
The Council Transaction Report button links to the Unit Payment Tracking report, which provides a detailed view of payment activity across units. This report is documented in the Reports section of the Help Center.
Filtering by District
Use the district dropdown near the top of the table to filter the invoice view by a specific district. The table will update to show only the units within the selected district.
Understanding the Invoice Table
Each row in the table represents a unit. The columns are as follows:
Unit — The unit name or number.
District — The district the unit belongs to.
Balance Forward — Any unpaid balance carried over from a prior selling season.
Total Traditional Retail — The unit's total order for traditional (in-person) selling.
Total Due Council — The gross amount the unit owes the council based on their order(s).
Council Credits - Debits - Payments — Manual adjustments and any payments recorded against the unit's balance.
Total App/Online Credits — Credits from app and online sales applied toward the unit's balance.
Current Due Council — The net amount currently owed by the unit after all credits, adjustments, and payments have been applied.
Actions
Each row has an actions menu (···) with the following options:
Add Transaction — Manually record a payment, credit, or debit against the unit's balance.
View Transactions — View the full transaction history for the unit.
Generate Invoice (with adjustments) — Generate a PDF invoice that includes any post-order adjustments (added or removed products) that affect the amount owed.
Generate Invoice (without adjustments) — Generate a PDF invoice based on the original order totals, excluding any post-order adjustments.
Exporting Data
Use the Export button in the upper right of the table to download the invoice data for the selected district.
View Button
Allows you to select the columns that you want to see in the table.