Generate an invoice for a customer that has joined the school halfway through the term

A simple way to deal with a customer who arrives during the term

You can always generate an invoice for a client who arrives at any time during the term. 

However, you have to be careful with your cost setup: invoice amounts will differ depending on your frequency setup.

There are four different frequencies for your class cost: 'Term', 'Lesson', 'Month' and 'Week'.

• Term
  The invoice will be generated for the term full termly cost. If you attach a student to this class at any time during the term/season, it will always charge them the same full cost on the invoice.
• Lesson
  The invoice is generated for all of the future lessons. For example, if there are 15 lessons in a term and the customer/student starts at the end of the 12th week, they will be charged for just the 3 remaining lessons when the invoice is generated.
• Week
  The invoice is generated for future weeks. For example, if there are 14 weeks in a term and the student is attached to the class at the end of week 8, they will be charged for just 6 lessons when the invoice is generated.
• Month
  The invoice is generated for how many months the class runs. For example, if there are 3 months in a term and a student is attached to the class in the 2nd month, they will be charged for just the 2 months remaining.

Setting up the right frequency and pricing

To ensure your frequency and pricing are set correctly:

1. Click > next toClasses
2. On the expanded menu, click View All
3. Select your season
4. Choose the specific class
5. You will see the Pricing Frequency on the right-hand side under Frequency section

After verifying your cost frequency and adding the new student to the class, you can generate the invoice from the customer's page:

1. Click > next to Customers
2. On the expanded menu, click View All
3. Select the customer profile and go to the Billing tab and click Generate Invoice button

Alternatively, you can generate the invoice from the Invoices page as usual. This will bring up an options screen where you can select what to include on the invoice - whether it's just the season's class fee or if you want to include any complete orders from the Point of Sale feature.

If you choose to include the season's class fees, you will be prompted to select the season for which you are billing.

By following these steps, you can ensure that invoicing is accurate and aligns with your chosen frequency, providing a seamless billing process for both you and your clients. 👍