Adding Extra Items or Fees to Existing Invoices

How to Include Additional Charges on Your Class Invoices

If you need to add an extra fee or item to your class invoices, this feature allows you to do so easily. You can either add an item to a single invoice or apply it in bulk to multiple invoices.

Adding an Item to a Single Invoice

1. Ensure your class invoices are generated and listed. For details on how to generate invoices, refer to ➡️ Generating Invoices

2. Go to Billing > Invoices to view your invoice list.

3. Ensure the invoices are in Draft status before making changes. If an invoice is already approved, check the box next to it and use Group Actions to Convert to Draft.

4. Once on draft, click on it to access the invoice page.

5. On the invoice page, click the Add Item button. Enter the details and cost of the additional item.

6. Click Save to add the item to the invoice. Use Save and Continue if you wish to add more items.

Adding an Item to Multiple Invoices

1. Go to Billing > Invoices to view your invoice list.

2. Check the box next to the invoices you wish to update. Or tick the topmost box to select all invoices on the page, or use the 'Classes' search bar to select a specific group.

3. With the invoices selected, choose Group Actions and then Add Item from the drop-down menu.

4. Enter the details and cost for the item, then click Save. The item will be added to all selected invoices simultaneously.

This feature ensures you can easily adjust invoice details as needed, making billing more flexible and accurate. 👍