How does invoicing work in Sponsorvista?

With Sponsorvista’s invoicing system, you can easily send invoices to your sponsors – one-time or recurring. Invoices are directly linked to your contacts and sponsorship deals. This way you keep oversight and automate a large part of your sponsor administration.

What can you do with invoicing?

• Create and send invoices (with your own logo and details)

• Link invoices to contacts and sponsorship deals

• Set due dates and track follow-up

• Automate recurring invoices

• Filter by payment status and deadline

• Send reminders for outstanding invoices

• Export for bookkeeping or audits

Creating an invoice

1. Go to Invoicing > Invoices

2. Click New invoice

3. Enter:

   • Recipient (company or person)

   • Amount

   • Description

   • Invoice date and due date

   • Link to sponsorship deal (optional)

4. Save as draft or send directly by email

Recurring invoicing

Do you work with recurring amounts, such as annual contributions or seasonal deals? You can automate these:

1. Go to Invoicing > Recurring invoices

2. Set:

   • Start date and frequency (e.g. every year)

   • Amount and description

   • Recipient and related sponsorship deal

3. Sponsorvista will automatically generate and send the invoices at the right time

Managing and tracking invoices

In the overview you can:

• Filter by status: Draft, Sent, Paid, Overdue

• Search by contact, invoice number, or amount

• Sort by due date or amount

• Send reminders for open or overdue invoices (by email)

• Export to Excel for your bookkeeper or administration

Extra benefits

• Automatic layout: invoices are consistently generated in your branding

• 100% visibility: always know what is outstanding and when it’s due

• Reminders & follow-up: no manual tracking needed

• Linked to deals: everything is connected and traceable

• Easy to hand over: useful for board changes or collaboration with finance