Finance & Invoicing
Finance setup
Add a new company
Add invoice item
There are 2 types of invoice items - Regular invoice item and Smart invoice item.
Edit the payment text shown on invoice
Enable deposit management
To adjust this setting, go to Settings page, and click on the Finance tab. Change the number of hours before...
Enable One-time Fees (Registration, Material, Deposit)
Add a late fee to an invoice
Billing Plans
Add or edit billing plan
The purpose of billing plan is to enable students in the same class to pay a different rate. For example,...
Invoice Items
View the invoice items connected to the class
Add invoice item
There are 2 types of invoice items - Regular invoice item and Smart invoice item.
Set up invoice items for holiday class
Subscriptions
Understanding student subscriptions
When does system auto-regenerate student subscription?There are 4 changes that will cause the system to auto-regenerate the student subscription:Student is...
Generate invoice from a single subscription
When an invoice is generated for the following month or term, it will appear under the Invoices page.
Bulk generate invoices from subscriptions
When an invoice is generated for the following month or term, it will appear under the Invoices page.When an invoice...
Undo an invoice
Undoing an invoice returns the invoice back into the subscription, and the status of the invoice inside the subscription will...
Regenerate student subscription
When do we need to regenerate student subscription?
Invoices
Create a new invoice manually
Apply credit note on an invoice
Generate invoice from a single subscription
When an invoice is generated for the following month or term, it will appear under the Invoices page.
Bulk generate invoices from subscriptions
When an invoice is generated for the following month or term, it will appear under the Invoices page.When an invoice...
Undo an invoice
Undoing an invoice returns the invoice back into the subscription, and the status of the invoice inside the subscription will...
Send out invoice using Email or Whatsapp Web
Void an invoice
Add internal remarks to an invoice
Add a discount to an invoice
Add a late fee to an invoice
Merge invoices
When will an invoice merge?
Send payment reminder
Payment & Receipts
Record payment on an invoice
Convert a payment into a credit note or refund
Void a receipt/payment
Credit Notes
Convert a student deposit into a credit note
Apply credit note on an invoice
Convert a payment into a credit note or refund
Convert deposit into a credit note or refund