If you need to add an extra fee onto your class invoices
This feature is really handy if you want to add an item or extra fee to your invoices for your class fees. You are able to 'Add an Item' onto a single invoice. Or you are able to 'Add an Item' in bulk to a group of invoices.
Firstly, you will need to generate your class invoices so that they appear in your invoice list. Find out how to generate invoices here.
You will need to make sure your invoices are in 'Draft' status and have not yet been sent to make this amendment to them. Alternatively, if it is already approved, you can select the invoice > 'Group Actions' > 'Convert to Draft'.
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If you are adding an item to a single customer invoice, firstly head to your invoice list under 'Billing' > 'Invoices':
If you are adding an item to a single customer invoice, firstly head to your invoice list under 'Billing' > 'Invoices':
Search for the invoice that you are looking for and click on it so you are viewing the invoice page:
Here on the invoice, you will see an 'Add Item' button. This will allow you to add the details and cost of the item, as below:
When you click 'Save', it will add this item to the invoice, adding the cost to the invoice total. Click 'Save and Continue' to add more items.
2. If you are adding an item in bulk to a group of invoices, firstly head to your invoice list. Then find the group of invoices you want.
If it is all of your invoices simply use the 'Select All' button to select all of the invoices on that page. If you are looking for a class group use the 'Classes' search bar at the top of the list then use the 'Select All' button.
When the required invoices have been selected, under the 'Group Actions' drop-down, select 'Add Item'.
This will take you through the same step as before, but when you click 'Save', it will add to all of the selected invoices at once.