Creating Invoices for Extra Items and Fees
Point Of Sale Overview
The Point of Sale (POS) feature in Class Manager allows you to efficiently manage billing for a variety of products and additional fees, from physical items like uniforms or costumes to supplementary charges such as exam fees. Whether you choose to automate purchases through the portal shop or manually create orders, the POS feature offers flexibility and control.
Adding Products to the Point of Sale
To start, you’ll need to add your product information in the Point of Sale section. This enables you to manage stock levels, create variations (e.g., size or color), and set different pricing for each variation. For detailed steps on how to create products, refer to our guide here ➡️ Creating Products.
Portal Shop: Streamline Customer Purchases
By enabling the Portal Shop, customers can browse and purchase items like uniforms or exam fees directly from their portal accounts. This automated process generates orders and invoices instantly. Learn how to set it up here ➡️ Setting Up Your Portal Shop
With the Portal Shop activated, customers can:
- View and purchase products online.
- Have orders and invoices created automatically.
Creating Orders and Generating Invoices
If you'd rather manage orders manually, you can still create orders for additional items and fees yourself. For more on this process, see ➡️ Creating Orders
Once orders are created you can then generate invoices based on those orders. Learn more here ➡️ Generate Invoices for Orders
Uniform Sales Management
For seamless uniform sales, it's best to add uniforms as products in the Point of Sale section. Once set up, you can:
- Link specific uniforms to classes.
- Send purchase offers via email to enrolled students.
- Provide a direct link to your Portal Shop, making it easy for students or parents to browse and buy uniforms.
This approach centralizes uniform sales and simplifies the process for both you and your customers. To read more about uniform sales, visit ➡️ Managing Uniform Sales
💡 If you need to bill for items or fees that aren’t included in your Point of Sale, you can create One-Off Invoices. This method is ideal for occasional charges that don’t require the full product setup in the POS system, such as last-minute fees or miscellaneous items. However, one-off invoices may be harder to track in reports, so it’s worth considering your long-term needs before using this option.
Learn more here ➡️ Creating One-Off Invoices