Want to charge customers every month? Find out how below!
This article will explain setting up your account so you will be able to send out invoices on a monthly basis.
To begin with you will need to make your first season by going to Classes > Create Season.
- Create your first season by going to
Classes>Create Season
a. Give your Season a name, for example '23/23 Season - October Payment
b. Set the start and end date for your season - this will be the Billing Period (For example 1st October 2023 - 31st October 2023) - Create your Classes - you can find out how to do this here
- Enrol students into the correct classes.
- Invoice Customers. For help on this click here.
Ready to get next month organised?
To create next month go to:
Classes>View All- Select Season
Clone Season- Create a new name, date and tick which classes and packages you would like to include.
You can also choose whether to clone lessons, students and waiting list as well
Tip: When you clone your season you want to ensure you select an appropriate name, usually good to copy the previous season name and change the month.
Note: You can create all your seasons in advance or as you go. If you create them in advanced, please note to always use the 'invoice season' option to invoice your customers and not the 'generate invoices' option within Billing (as this will generate an invoice for everything the customer is attached to).