Invoices
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      1. Knowledge Base Class Manager
      2. Invoices

      Editing Invoices Before Sending

      Make manual edits and adjustments to 'Draft' invoices before they are sent to your customers.

      Once your invoices are generated, they remain in 'Draft' status, which means they haven’t been sent yet. You can make updates and amendments to these invoices before finalizing and sending them.

      Available Actions:

      Before editing an invoice, make sure it is converted to draft status first. If already approved, you can click Convert to Draft under the Group Actions option.

      • Edit Individually:

        1. Click < to the right of Classes.
        2. In the expanded menu click View All.

        3. Click on the invoice you want to modify.

        4. Next to the class prices, you’ll find an Edit button. This allows you to adjust the class name, quantity, and cost as needed.

      • Add an Item:

        1. Follow steps 1 to 3 as above.

        2. If you need to include additional charges, like costume or shoe sales, you can click Add Item to include any extra costs in the invoice.

      • Add Notes:

        1. Follow steps 1 to 3 as above.

        2. To personalize a single invoice, navigate to the Notes tab and click Create to add a custom note that will appear for this customer.

      Bulk Actions for Multiple Invoices:

      If you need to make edits to multiple invoices at once, such as adding items or notes in bulk:

      1. Click < to the right of Classes.
      2. In the expanded menu click View All.
      3. Tick the topmost box to select all invoices or choose the specific invoices you want to update.
      4. Under Group Actions, select the option to add items or notes.

      This allows you to make the necessary updates across multiple invoices in one go. Keep in mind that these changes can only be made to 'Draft' invoices since they haven’t been sent yet.

      For more customization options, learn how to set up payment methods and add your logo to appear on invoices:

      By making these edits and customizations, you ensure that your customers receive accurate and professional invoices. If you have any questions or need further assistance, feel free to reach out to our support team. We’re here to help! 🙌