Accounting — client ledgers + invoices

Accounting is a Premium feature for assignors. It gives every client you assign for — tournament directors, clubs, schools — a lightweight ledger so deposits, charges, balances, and invoices live in one place instead of a spreadsheet on your laptop.

Accounts vs. events

An account is just a ledger for one client. Events are the work you're billing for. You link events to accounts so the invoice rolls up to the right client. One account can cover an entire season's events; one event can be tied to at most one account.

• Account types: School, Tournament Director, Club, or Other — pick when you create.
• Each account has a balance (signed sum of all transactions), a transaction log, an invoice list, and the events linked to it.
• Linking is bidirectional: link from the account (Link event button on the detail page) or from the event (Settings → Compensation → Account select).

Creating an account

1. 1Open Accounting in the For Assignors menu.
2. 2Click New account in the upper-right.
3. 3Name it, pick the type, fill in optional main + finance contacts, and save.
4. 4Open the account and use Edit account to add Bill-to info if the entity that pays you isn't the same as the contact (common with college programs — the coach is the main contact, the finance office is bill-to).

Co-admins — share an account with another assignor

If you assign with a partner or backup, add them as a co-admin on the account. They'll see the account in their own Accounting list and can do everything you can — transactions, invoices, linking events — except manage the admin roster (only the owner adds/removes admins).

1. 1Open the account.
2. 2Scroll to Account admins (owner-only — co-admins don't see this card).
3. 3Click Add admin, search by name or email, hit Add.

Transactions — the ledger

Every account starts at $0.00. Add transactions to track money in (deposit, transfer in, manual credit) and money out (manual charge, refund). Balance is always the live sum of all transactions, color-coded:

• Emerald ≥ $50.00 — healthy.
• Amber under $50.00 — getting low.
• Red below $0.00 — overdrawn.

Invoices — issuing and sending

The Invoices section on the main Accounting page lists every invoice across every account you have access to (owned + co-admin). Filter by status (All / Draft / Sent / Paid / Void) and see Outstanding + Paid totals at the top.

1. 1Click New invoice in the section header.
2. 2Pick the account the invoice should roll up to — or Other for a one-off invoice that doesn't tie to any account.
3. 3The invoice builder opens. Fill in payor, dates, line items, optional memo, save as draft.
4. 4From the kebab on any row: View PDF, Edit, Send/Resend, Mark paid, Void.

Bill-from: Bluebridge LLC vs. your own entity

Every invoice has a Bill-from (the entity issuing it). For Bluebridge-mediated events the issuer is automatically Bluebridge LLC — including the platform's ACH details and check mailing address — and the client pays Bluebridge, who then pays you out per your payment vendor settings.

For non-Bluebridge events, the Bill-from is your own entity. You enter it on each invoice (we'll save a default to your profile down the road).

The Issue invoices as Bluebridge toggle

On each account's Edit dialog you'll find an Issue invoices as Bluebridge tri-state toggle:

• Auto (default) — detects from linked events: if any one is Bluebridge-vendor, Bill-from = Bluebridge LLC.
• Yes — always issue invoices billed FROM Bluebridge LLC, regardless of linked events.
• No — always bill from your own entity, even if a linked event is Bluebridge.

The Bluebridge pill on the Accounting list mirrors this same rule, so the visual indicator and the invoice behavior never disagree.

Sending an invoice (Send modal)

1. 1Open the kebab on the invoice row → Send invoice (or Resend if already sent).
2. 2To: auto-fills with the account's bill_to_email. Override per-send if needed.
3. 3CC: pre-fills with the account's main + finance emails. Add more as chips, remove with the x.
4. 4Cover note: short message that goes in the email body alongside the PDF attachment.
5. 5Hit Send — status flips to Sent, the invoice PDF is delivered, and the row updates immediately.

Marking paid + voiding

• Mark paid: kebab → Mark paid. Pick a method (ACH / Zelle / Venmo / Check / Other), optional reference (check #, transaction id), optional notes. Status flips to Paid.
• Void: kebab → Void invoice. The invoice stays in the list for record-keeping but no longer counts toward Outstanding or Paid totals. Flippable back to Draft later.
• Paid + Void invoices are immutable — the kebab shrinks to View PDF only.

"Other" invoices

Picking Other from the New invoice dialog opens the same builder you see in your /profile/tax-finance section. These invoices live in your personal invoice list — they intentionally do not roll up to any client account. Use this for one-off side work, reimbursements you bill personally, or invoices for entities that don't warrant a full account.

Recent activity card

Each account detail page has a Recent activity sidebar that surfaces every audit event tied to the account (transactions added, edits, admin roster changes). The full audit log is admin-only; this is the assignor-friendly slice.