Creating a Single Invoice

Follow these instructions to create a single invoice:

1. Click on the "Create Single Invoice" option under the Billing tab.

2. Select a customer and enter the invoice settings.

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, and then click the "Go" button. Only uninvoiced lessons will be added.

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

4. 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.

 

You can also create multiple invoices at once or automate invoicing with our Invoice Autopilot Add-On. For more information, you can visit these pages:

 

Creating Multiple Invoices

Invoice Autopilot Add-On