We are in the process of migrating from a third-party accounting software back to Scoutbook+.
Does the system allow leaders to generate invoices or automatic notices that a balance is due from a family? For example, a scout owes $25 for a camp expense. Can a $25 invoice be issued to the family with the Stripe/Zelle payment option information, and is it automatically tracked in Scoutbook+?
It looks like Scoutbook+ is just a payment log system, so any invoices or tracking are handled outside of Scoutbook by the Treasurer and then entered into the system. Is this correct?
Any guidance from this wonderful community would be appreciated.
Thank you!
If you haven’t already started here, I would look at the Payment Logs help wiki and related pages at:
https://help.scoutbook.scouting.org/knowledge-base/payment-logs/
My unit doesn’t use the SB+ payment logs, and didn’t use the prior incarnation in classic SB. As far as I am aware, however, the system does not have a mechanism to generate balance due notices, nor does it offer Zelle, IIRC. I believe that the only linked payment platform is now Stripe (previously PayPal). I don’t know enough to answer your other questions at all.
@JamesDe_Pietro - the system does not generate invoices but balance email has been requested. The payment method is stripe and it is a payment of transaction nit balance. The option to pay balance has also been requested.
