--- title: Generating and Sending Invoices description: A step-by-step guide to creating and sending invoices in Class Manager --- [Skip to content](https://help.classmanager.com/how-do-i-generate-and-send-invoices-class-manager-help-center#main-content) English Show submenu for translations ![classmanager-logo-1.png\]](https://help.classmanager.com/hs-fs/hubfs/classmanager-logo-1.png?width=196&height=35&name=classmanager-logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Class Manager Go to Class Manager Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Classic Class Manager Knowledge Base](https://help.classmanager.com/?hsLang=en) 2. [Invoices](https://help.classmanager.com/invoices?hsLang=en) # Generating and Sending Invoices ## A step-by-step guide to creating and sending invoices in Class Manager Before you begin, ensure that you are ready to generate invoices: ✅ Confirm that you've set up your classes, and lessons, and assigned students to them ✅ Make sure any necessary discount tables are filled, payment methods are activated, and your company logo is uploaded in company settings. ✅ If invoicing for products, ensure products and orders are created in the Point of Sale section. Learn how to set up products and orders here : ➡️ [Creating Products](https://help.classmanager.com/en/creating-a-product-class-manager-help-center?hsLang=en) ➡️ [Creating Orders](https://help.classmanager.com/en/creating-an-order-class-manager-help-center?hsLang=en) ✅ If you're billing for a second time, ensure your season has been successfully cloned. Learn how to clone season here: ➡️ [Cloning a Season](https://help.classmanager.com/en/preparing-classes-invoices-registers-for-the-new-term/semester/month-class-manager-help-center?hsLang=en) --- ### Generating Invoices You can generate invoices in several ways.   #### Option 1: Generate from the season page (Multiple families at once) 1. Click `>` next to `Classes`. 2. On the expanded menu, click `View All` and open the season you want to invoice for. 3. Click on the `Invoice Season` button at the top of the page. 4. Your new invoices will appear in the invoice list as *Draft*. #### Option 2: Generate from the Billing section (Multiple families at once) 1. Click `>` next to `Billing`. 2. On the expanded menu, click `Invoices`. 3. On the invoice list page, click the `Generate Invoices` button. 4. A pop-up will appear with three options for invoice generation: - *Generate Invoices for a Season and all Orders*: This option creates invoices for both your class fees (for the selected season) and any completed orders from the Point of Sale. - *Generate Invoices for a Season*: This generates invoices solely for class fees in your chosen season. - *Generate Invoices for all Orders*: This option creates invoices for only completed orders in the Point of Sale section. 5. After selecting your desired option, follow the steps below based on your choice: - If you choose *Generate Invoices for all Orders*, the system will create the invoices and display them in Draft status on the invoice list. - For the other options, you'll be prompted to choose the season. Select the correct one from the dropdown. 6. Once you've selected your season, click `Generate Invoices`. The invoice will appear in your list in *Draft* status, ready to be reviewed or sent. #### Option 3: Generate from the Customer profile (One family at a time) 1. Click `>` next to `Customers`. 2. On the expanded menu, click `View All` and select the customer you want to invoice for. 3. Navigate to the `Billing` tab at the top of the page. 4. Click `Generate Invoice`. 5. A pop-up will appear with three options for invoice generation: - *Generate Invoices for a Season and all Orders*: This option creates invoices for both your class fees (for the selected season) and any completed orders from the Point of Sale. - *Generate Invoices for a Season*: This generates invoices solely for class fees in your chosen season. - *Generate Invoices for all Orders*: This option creates invoices for only completed orders in the Point of Sale section. 6. After selecting your desired option, follow the steps below based on your choice: - If you choose *Generate Invoices for all Orders*, the system will create the invoices and display them in Draft status on the invoice list. - For the other options, you'll be prompted to choose the season. Select the correct one from the dropdown. 7. Once you've selected your season, click `Generate Invoices`.  8. Your new invoices will appear in the invoice list as *Draft* status. --- ### Reviewing and Sending Invoices 1. Once generated, invoices remain in *Draft* status, allowing you to review and make any necessary edits. Learn how to edit invoices here ➡️ [Editing Invoices](https://help.classmanager.com/en/how-to-edit-invoices-before-you-send-them-class-manager-help-center?hsLang=en) 2. When you're ready to send, select the invoices you want to approve by ticking the box selecting all or individually selecting specific invoices. 3. Select `Group Actions` on the upper right, and on the expanded menu select `Approve`. 4. On the next page, you'll have the option to tick `Email invoice(s) to the customer`, which will send the invoice directly to your customer and set the due date. 5. Once sent, the invoice status will update from *Draft* to *Awaiting Payment*, letting you know that the invoice has been sent, and you're awaiting payment. --- This step-by-step guide ensures you efficiently generate and send invoices, making the billing process straightforward for your business and your customers. 🙌 - [Getting Started](https://help.classmanager.com/getting-started?hsLang=en#main-content) - [Onboarding](https://help.classmanager.com/getting-started?hsLang=en#onboarding) - [Features](https://help.classmanager.com/features?hsLang=en) - [Staff](https://help.classmanager.com/staff?hsLang=en) - [Students](https://help.classmanager.com/students?hsLang=en) - [Customers](https://help.classmanager.com/customers?hsLang=en) - [Classes](https://help.classmanager.com/classes?hsLang=en#main-content) - [Register and Attendance](https://help.classmanager.com/classes?hsLang=en#register-and-attendance) - [Class Trials](https://help.classmanager.com/classes?hsLang=en#class-trials) - [Online Registration](https://help.classmanager.com/online-registration?hsLang=en) - [Invoices](https://help.classmanager.com/invoices?hsLang=en) - [Payments](https://help.classmanager.com/payments?hsLang=en) - [Point of Sale](https://help.classmanager.com/point-of-sale?hsLang=en) - [Parent Portal](https://help.classmanager.com/parent-portal?hsLang=en#main-content) - [Admin Portal Management](https://help.classmanager.com/parent-portal?hsLang=en#admin-portal-management) - [Customer Portal Guide](https://help.classmanager.com/parent-portal?hsLang=en#customer-portal-guide) - [Online Class Enrolment](https://help.classmanager.com/online-class-enrolment?hsLang=en) - [Messaging](https://help.classmanager.com/messaging?hsLang=en) - [Discounts](https://help.classmanager.com/discounts?hsLang=en) - [Growth Plan](https://help.classmanager.com/growth-plan?hsLang=en) - [Settings](https://help.classmanager.com/settings?hsLang=en#main-content) - [Custom Attributes](https://help.classmanager.com/settings?hsLang=en#custom-attributes) - [Account](https://help.classmanager.com/settings?hsLang=en#account) - [Release Notes](https://help.classmanager.com/release-notes?hsLang=en) - [Website](https://help.classmanager.com/website?hsLang=en) [![](https://help.classmanager.com/hs-fs/hubfs/class-manager-logo-1.png?width=262&height=40&name=class-manager-logo-1.png)](http://classmanager.io) Class Manager Help Center Copyright © 2025, Class Manager and Stage Stubs