How you send you customers invoices for products and items separately to your regular class fees.
With our 'Point of Sale' feature, you are able to create products for whatever you choose and build orders for your customers so that you can bill for them.
Firstly, you will need to create the product/s that you would like to bill for. Find out how to create a product here.
Secondly, you will need to create an order for the customer so that it knows what to include on the invoice for the customer. Find out how to create and order here.
Once you have clicked 'Save and Complete' on an order and the status of that order is 'Complete', you will be able to invoice for it.
When you are within the order, a 'Generate Invoice' button will appear when the order has been completed. When you click on this button, if the customer has not yet had an invoice created for them, it will generate an invoice for them straight away.
If this customer has had an invoice previously created for them for something else and it is in 'Draft' status (not been sent yet), when you click 'Generate Invoice', an option page will appear.
This will give you the option to 'Create a Fresh Invoice' for the order, or 'Add to an existing invoice'.
If you are generating multiple invoices for customer orders, simply create your orders and set them to 'Complete' status so they are ready to be invoiced. Then you are able to generate all the invoices for orders at once.
To do this, head to 'Billing' > 'Invoices' and click the 'Generate Invoices' button at the top of the screen.
This will give you an option menu where you can decide what you are generating invoices for:
If you have class fees to generate invoices for that you want to be included with the orders on the invoices, select 'Generate invoices for a season and all orders'. If you are just generating your invoices for your orders you can just select 'Generate Invoices for all orders'.
Then you are able to send your invoices off as normal.