Creating Multiple Invoices

To create multiple invoices at once, follow these steps:

1. Click on the "Create Multiple Invoices" option under the Billing tab.

2. Select the customers that you want to generate invoices for. To select multiple customers hold down the control key on your keyboard and click the customers.

3. You can add charges, packages or lessons to an invoice using the select menu under the invoice items section of the invoice.

• To add a charge, select "Add Charge" and click the "Go" button. Enter the charge details. The invoice totals will automatically be calculated as you enter the charge details.

• To add a package, select "Add Package" and click the "Go" button. Select the service type for the package, enter a description, number of hours and hourly rate.

• To add lessons, select the "Add Lessons" option and then enter the start and end dates from which to draw lessons. When you create the invoice the customers uninvoiced lessons in that date range will be added to their invoice.

NOTE: The lesson times added to invoices are displayed in the time zone set on the customer's profile.

4. Under the total, you will have a range of options to choose from that apply to all invoices being created. You can select" 

   - Skip if blank: To skip any invoices with no transactions

   - Skip if total zero: Invoices where the total is $0 will be skipped. 

   -Send invoice email: To automatically send invoices if you decide to approve them immediately. 

   If you don't want to make the invoice available to the customer immediately, click the "Save" button. Otherwise, click the "Approve" button.

Need some more help? Watch a video here.