Billing & Invoicing

  1. Payment Processing

  2. Changing Invoice Settings

  3. Refunding a Credit Note

  4. Refunding a Payment

  5. Allocating Credit or Unallocated Payments to an Invoice

  6. Applying Unallocated Payments to an Invoice

  7. Recording a Payment

  8. Unallocating a Credit Note from an Invoice

  9. Creating a Credit Note

  10. Deleting Invoices

  11. Voiding Invoices

  12. Editing Invoices

  13. Creating Multiple Invoices

  14. Creating a Single Invoice

  15. Invoice Settings

  16. Deleting a Package

  17. Crediting a Package

  18. Adding a Package

  19. Cost & Wage Premiums

  20. Setting Lesson Costs

  21. Billing Methods

  22. Billing Process

  23. Overdue Invoice Reminders

  24. How to Charge a Fee to a Customer

  25. Applying New Cost & Wages to Existing Lessons

  26. Customer Balances & Transactions

  27. Using a Different Payment Processor

  28. Emailing an Invoice

  29. Calendar Changes & Invoices

  30. Switching From The Package Billing Method

  31. Package Balances

  32. Adding Packages without Invoicing

  33. Invoice Autopilot Add-On

  34. Invoice Lesson Units

  35. Paying Online

  36. Invoice Numbering

  37. Setting Default Sales Tax Label

  38. Setting an Invoice Title

  39. View Uninvoiced Lessons

  40. Setting Up Starting Balances

  41. Unallocating a Payment from an Invoice

  42. Deleting a Payment

  43. Removing Packages

  44. Assigning a Package to a Student

  45. Setting Up Starting Package Balances

  46. Package Billing vs. Billing per Lesson

  47. Paying Invoices by Credit Card on behalf of Clients

  48. Package Billing Method Overview

  49. Flagged Invoices

  50. Invoice Lesson Description

  51. Adding Credit Card Details to Client Profiles

  52. Unallocating Payments vs Deleting Payments

  53. How to Record a Bounced Check

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