Bulk Invoicing

Streamline the billing process by avoiding the manual invoicing of each student, whether they enroll individually or in a batch.

Bulk invoice students
Bulk invoice batches

Bulk invoice students

If multiple students need to be invoiced for the same classes, packages, or products, you can invoice them all at once.

Click on the Billing main menu, and then click on the Add Invoice button.
Select the 1st student you wish to invoice under the Student/Lead section.
Click on Add Student button and select all the remaining students you want to invoice.

Now you can easily continue to create the invoices and proceed.

Bulk invoice batches

Create invoices for entire batches with just a few clicks by tailoring each invoice to specific batch requirements.

Click on the Billing main menu, and then click on the Add Invoice button.
Select the 1st batch you wish to invoice under the Student/Lead section.
Click on Add Student button and select the next batch you want to invoice.





Once you’re done, you can either

Send the invoice - Check the 'Email invoice' button and click Save to send the invoice immediately.
Save the invoice - Uncheck the 'Email invoice' button and click Save.
Schedule the invoice - Click on the 'Clock' icon, set the Date by clicking on the Calendar icon, Time and Time zone from the drop-down menu. Lastly, click on the Schedule invoice button for the same.

Updated on: 12/01/2024