Closing out a season
Finish the books, stop being billed, and keep everything readable.
At the end of a season, get the books straight before you stop paying attention to them:
- Record every outstanding payment and reimbursement so the ledger reflects reality.
- Chase or write off remaining balances — waive what you'll never collect, so your totals stop lying.
- Export the ledger to CSV for your own records and any club report.
Closing the team
Settings→ close the team. It becomes read-only and billing stops, but nothing is deleted — you and every family can still sign in and read the history. It's reversible.
Close this team
Read-only, billing stops, nothing is deleted. Reversible.
Delete this team
Permanent. Roster, expenses, payments and ledger are removed.
Deleting a team is different and permanent: roster, expenses, payments and ledger go, with no undo. Export first. Closing is almost always what you actually want.
Handing over to the next treasurer
There's no ownership transfer yet. In practice: export the ledger, and have the incoming treasurer create their own team — cloning yours first if they want the roster. Then close yours.