--- title: Invoicing - Create & Manage Custom Invoices description: In this article learn how to create and manage Invoices. --- [Skip to content](https://dbathubhelp.upperhand.com/create-invoice#main-content) English Show submenu for translations [Submit a ticket](https://dbathubhelp.upperhand.com/kb-tickets/new?hsLang=en) ![D-BAT-Academy-Logo](https://dbathubhelp.upperhand.com/hs-fs/hubfs/D-BAT-Academy-Logo-4%201.png?width=80&height=69&name=D-BAT-Academy-Logo-4%201.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket](https://dbathubhelp.upperhand.com/kb-tickets/new) - [Go to dbat.com](https://dbat.com/) [Go to dbat.com](https://dbat.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [D-BAT Hub Help Center](https://dbathubhelp.upperhand.com/?hsLang=en) 2. [Reports](https://dbathubhelp.upperhand.com/reports?hsLang=en) # Invoicing - Create & Manage Custom Invoices ## In this article learn how to create and manage Invoices. APPLIES TO: All admins LAST UPDATED: April 8, 2026 Creating an invoice is a great way to collect payments for larger orders or more exclusive client services separate from day-to-day purchases like lessons or camps.  #### Access to Invoices - [Log in to your Hub account](https://dbathubhelp.upperhand.com/why-can-t-i-log-in-to-the-d-bat-hub?hsLang=en) and navigate to **Reports** in the left hand navigation ![D-BAT Invoices](https://dbathubhelp.upperhand.com/hs-fs/hubfs/D-BAT%20Invoices.png?width=670&height=362&name=D-BAT%20Invoices.png) - From the list of reports, click **Invoices** - Once you are on the Invoices tab, you’ll see the **Invoices Report** in it’s default state. Here you will be able to create new invoices, view or take action on existing invoices, and export your list of invoices. #### Create an Invoice - On the Invoices Report click the ***Black + Button*** in top left hand corner to open the Invoice creation drawer and complete the Bill To and Due Date sections ![Create Invoice Button](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Create%20Invoice%20Button.png?width=670&height=362&name=Create%20Invoice%20Button.png) - Under **Bill To:** search for and select the name of the client who will be invoiced - Next, select a **Due Date** - This is the date when the payment for the invoice is due ![Create Invoice Default](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Create%20Invoice%20Default.png?width=670&height=362&name=Create%20Invoice%20Default.png) - Once you’ve added a due date you’ll add your invoice items. You can choose to between two options for adding items:  - **Create Invoice from Existing Items** - Existing events, memberships, retail etc. that have already been created for your business - If you choose to create an Invoice from existing items, you will then **select a category** (Events, Memberships, Retail, etc.) and then you can search for items under that category and **click on them to add to the invoice** - **Create Custom Invoice** - Create new items from scratch - If you choose to create a custom, you will then enter **Item Name, Type (category the item falls under), Price Per Item,** and **Quantity** and click **Save** - Once you add your item(s), you can adjust the quantity of the item and the price per item if needed ***Add Existing Item*** ![Create from Existing](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Create%20from%20Existing.png?width=670&height=362&name=Create%20from%20Existing.png) ***Add Custom Item ![Create from Custom](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Create%20from%20Custom.png?width=670&height=362&name=Create%20from%20Custom.png)*** - After you've added all your items, you can click **Review Final Invoice** to finalize your selections ![Review Final](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Review%20Final.png?width=670&height=362&name=Review%20Final.png) - The invoice review will show all selections made when creating the invoice and the final invoice amount including service fees and sales taxes (if applicable). **Note: You can remove service fee or sales tax if needed** **![Create Invoice](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Create%20Invoice.png?width=670&height=362&name=Create%20Invoice.png)** - Once you’ve reviewed the invoice selections, you can click **Create Invoice**. The new invoice will now show at the top of the Invoice report #### Manage Invoices - All invoices will be listed on the **Invoice Report** with the date the invoice was created, Invoice number, Buyer, Amount, Number of Invoiced Items, Payment Status, and Due Date. You can click on the invoice to view the **Invoice Summary** drawer ![Invoice Created](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Invoice%20Created.png?width=670&height=362&name=Invoice%20Created.png) - From the invoice summary drawer you can resend the invoice via email by clicking the **3 dots** in the right hand corner and clicking **Resend Invoice** - You can also use the **3 dots on the individual items** to **View the Balance** on the invoice and apply payment or **Waive the Balance** **![View Invoice Drawer](https://dbathubhelp.upperhand.com/hs-fs/hubfs/View%20Invoice%20Drawer.png?width=670&height=362&name=View%20Invoice%20Drawer.png)** - Invoice statuses are - **Invoiced** -  invoice has been created and sent to the client but the due date is in the future - **Paid** - client has paid the full invoice - **Past Due** - the invoice due date is in the past and the client has not submitted payment - **Partial** - partial payment has been made towards the invoice #### Other things to note: - When an invoice is created, the client (buyer) and admin will receive the Invoice via email - Clients can view and pay their invoices via the [invoices tab](https://dbathubhelp.upperhand.com/client-profile-page?hsLang=en) on their profile - Managed profiles cannot be invoiced   - [Getting Started](https://dbathubhelp.upperhand.com/getting-started?hsLang=en) - [Feature & Bug Updates](https://dbathubhelp.upperhand.com/feature-bug-updates?hsLang=en) - [Account Setup](https://dbathubhelp.upperhand.com/account-setup?hsLang=en#main-content) - [Account Settings](https://dbathubhelp.upperhand.com/account-setup?hsLang=en#account-settings) - [Help & Resources](https://dbathubhelp.upperhand.com/account-setup?hsLang=en#help-resources) - [Events](https://dbathubhelp.upperhand.com/events?hsLang=en#main-content) - [Event Setup](https://dbathubhelp.upperhand.com/events?hsLang=en#event-setup) - [Event Admin View](https://dbathubhelp.upperhand.com/events?hsLang=en#event-admin-view) - [Browse Events](https://dbathubhelp.upperhand.com/events?hsLang=en#browse-events) - [Calendar](https://dbathubhelp.upperhand.com/calendar?hsLang=en) - [Contacts](https://dbathubhelp.upperhand.com/contacts?hsLang=en#main-content) - [Archived](https://dbathubhelp.upperhand.com/contacts?hsLang=en#archived) - [Clients](https://dbathubhelp.upperhand.com/contacts?hsLang=en#clients) - [Groups](https://dbathubhelp.upperhand.com/contacts?hsLang=en#groups) - [Staff](https://dbathubhelp.upperhand.com/contacts?hsLang=en#staff) - [Marketing](https://dbathubhelp.upperhand.com/marketing?hsLang=en) - [Reports](https://dbathubhelp.upperhand.com/reports?hsLang=en) - [Memberships](https://dbathubhelp.upperhand.com/memberships?hsLang=en) - [Resources](https://dbathubhelp.upperhand.com/resources?hsLang=en) - [Retail](https://dbathubhelp.upperhand.com/retail?hsLang=en) - [Settings](https://dbathubhelp.upperhand.com/settings?hsLang=en#main-content) - [Printer](https://dbathubhelp.upperhand.com/settings?hsLang=en#printer) - [Point of Sale (POS)](https://dbathubhelp.upperhand.com/point-of-sale-pos?hsLang=en) - [Batting Cage Credits](https://dbathubhelp.upperhand.com/batting-cage-credits?hsLang=en#main-content) - [Embed Integration (Swing Card)](https://dbathubhelp.upperhand.com/batting-cage-credits?hsLang=en#embed-integration-swing-card) - [Home Plate Pass (QR Code)](https://dbathubhelp.upperhand.com/batting-cage-credits?hsLang=en#home-plate-pass-qr-code) - [Payments](https://dbathubhelp.upperhand.com/payments?hsLang=en#main-content) - [Paysafe/NETBANX](https://dbathubhelp.upperhand.com/payments?hsLang=en#paysafe-netbanx) - [Hardware](https://dbathubhelp.upperhand.com/hardware?hsLang=en) - [Client Side](https://dbathubhelp.upperhand.com/client-side?hsLang=en#main-content) - [Top Searched Articles](https://dbathubhelp.upperhand.com/client-side?hsLang=en#top-searched-articles) - [Account Management](https://dbathubhelp.upperhand.com/client-side?hsLang=en#account-management) - [Event Sign Up](https://dbathubhelp.upperhand.com/client-side?hsLang=en#event-sign-up) - [Scheduling](https://dbathubhelp.upperhand.com/client-side?hsLang=en#scheduling) - [Payments](https://dbathubhelp.upperhand.com/client-side?hsLang=en#payments) - [Memberships](https://dbathubhelp.upperhand.com/client-side?hsLang=en#memberships) - [AI Intelligence](https://dbathubhelp.upperhand.com/ai-intelligence?hsLang=en) - [D-BAT WebKIT](https://dbathubhelp.upperhand.com/d-bat-webkit?hsLang=en) [![Chill listening crop-3](https://dbathubhelp.upperhand.com/hs-fs/hubfs/DbatLogo.jpeg?width=30&height=24&name=DbatLogo.jpeg "Chill listening crop-3")](https://upperhand.com) Email Hours: M-F 9am - 2am EST Chat Hours: M-F 9am - 5pm EST Copyright © 2026, Upper Hand