eymanage: Updating your invoice settings
Before you begin generating invoices you should take a look at your invoice settings to make sure they function the way you’d like.
To find your invoice settings:
- In the top right, click on
> System Settings.
- Click on Invoices/Payments on the left
- Go through each section and make any changes you want.
- Click Update to save your changes.
These settings are split into several sections. As this is a guide for those just getting started, we’ll go over the essential options.
Invoice Settings
Invoice Generate Type: Choose between Actual Sessions, which charge parents based on the individual sessions they’ve been booked for, or Equally Spread wherein the cost of all sessions is equally spread out over a year, so parents are charged the same amount in each invoice.
Invoice Frequency: How often you invoice parents. You can create Weekly, Monthly, or Termly invoices.
Generate Invoice as Per: This refers to which dates invoices will run through. Invoices generated as per Strict Calendar Dates will run from the 1st, to the last day of the month. Invoices generated as per the Weekly Calendar will run until the last friday of a given month.
Invoice Date: Which day of the month appears as the date of invoice.
Invoice For (Month): Select whether this invoice is for the same month it is generated, or the following month.
Invoice Due Date: Select which day of the month this invoice is due.
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