# Finance
Find an invoice, check what was paid and issue a credit note.
Source: https://docs.champagne.dev-ukab.fr/en/guide/staff/sales-and-invoices
The **Finance** section lists the invoices of your club: memberships, subscriptions and
one-off charges. This page shows how to find an invoice, read it and issue a credit note
when a member should pay less. The section appears when your [role](/en/guide#role) includes the **Manage
invoices and credit notes** permission.
## 1. Find an invoice [#1-find-an-invoice]
In the left menu, select **Finance**. The list shows the most recent invoices first,
with their **Invoice** number, **Client**, **Issued** date, **Due date**, **Total** and
**Status**.
Example invoices of Ukab Clubs, found by searching for example.com.
* Type in the search box to find an invoice by number, client or email.
* Select **Filters** to show one **Status** only, or the invoices issued between a
**From** and a **To** date. Select **Apply filters** to update the list, and **Clear
filters** to see everything again.
* Select a column title to sort the list by that column.
| Status | What it means |
| ----------------- | ------------------------------------------------------- |
| **To pay** | The invoice is waiting for payment. |
| **Paid** | The invoice is fully paid. |
| **Overdue** | The due date has passed and the invoice is still due. |
| **Draft** | The invoice is being prepared and has no number yet. |
| **Voided** | The invoice was cancelled and no longer has to be paid. |
| **Uncollectible** | The club no longer expects this invoice to be paid. |
When part of an invoice was credited, the amount followed by **credited** appears under its
total, for example €1,800.00 credited.
### When the list is empty [#when-the-list-is-empty]
| Message | What it means |
| --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- |
| **Billing is not connected yet** | Your club has no billing account yet. If you can open **Settings**, select **Connect billing**. Otherwise, ask a club administrator. |
| **No invoices found** | Nothing matches your search or filters: select **Clear search and filters**. Without search or filters, no subscription has been billed yet. |
| **No local invoices to show yet** | Champagne is still copying the invoices from your billing account. More appear as it goes. |
Champagne keeps a copy of your billing account's invoices. While it updates this copy, the list
says **Invoice synchronization in progress**. If it says **Invoice synchronization failed**, the
list may be out of date. Tell your Champagne provider if the message stays.
See [Payments](/en/guide/admins/payments) to connect a billing account.
## 2. Read an invoice [#2-read-an-invoice]
Select an invoice to open it.
A paid example membership invoice for Jamie Chen. The control to use is outlined in orange.
* **Billed to** shows the client and their email. **Associated profile** shows the
member it belongs to; select **Open person** at the top to open their page in **People**.
* Below them, the invoice says whether it is a **Subscription invoice** or a **One-off
invoice**, whether a membership is recorded on the member's profile, and the name of the issuer under
**Issued by**.
* The invoice lines list each item with its quantity and amount. A membership line also
shows its price and period. A **Prorated adjustment for …** line corrects the price when a [plan](/en/guide#plan)
changed during a billing period.
* **Payments** lists each payment with its state: **Payment received** with its date and
amount, or **Payment pending** and **Payment cancelled** with the amount asked, in gray.
* **Credit notes** lists the credit notes already issued for this invoice.
* **Invoice total** shows the **Subtotal**, the **Total excl. tax (HT)**, the tax (**TVA**),
the **Total incl. tax (TTC)**, what was **Paid** and **Credited**, and, while the invoice is
due, the **Remaining** amount and its **Due** date.
Select **Download PDF** to save a copy of the invoice. When the invoice still has to be
paid, the **Payment link** button opens its online payment page in a new tab.
## 3. Issue a credit note [#3-issue-a-credit-note]
A credit note is a document that cancels all or part of an invoice. Use it to correct a
mistake or to make a commercial gesture.
1. Open the invoice and select **Create credit note** in the **Adjust this invoice**
card.
2. Check the amount in the question, for example **Credit €1,800.00 against** the
invoice number.
3. Enter a **Reason**, up to 500 characters. It is required and kept with the credit note.
4. Select **Confirm credit note**.
A credit note being prepared on the example invoice of Jamie Chen.
The credit note covers the whole amount that can still be credited. It reduces what the
client owes. Any part they already paid goes to their balance and is used for their
future invoices.
> Issuing a credit note does not send money back to the client's card and does not cancel their
> membership.
Once issued, the credit note appears in **Credit notes** with its number, date, reason and
amount. Select **Download credit note** to save it as a PDF. A cancelled credit note shows
**· Voided** after its number.
A partial example credit note on Émilie Roche's membership invoice.
When the whole invoice is credited, the **Adjust this invoice** card no longer appears.
