Invoices

• Add a New Invoice

  How to add a new invoiceFeatured

• Cancel or Delete an Invoice

  How to cancel and then delete an invoiceFew readers

• Billing Settings

  You can further customize your invoice by following these simple steps to configure your billing settings. Navigate to the Billing main menu on the left side of the screen. Head to Billing settings under the heading Setup. Invoice Number Prefix To add a custom prefix to your invoice numbers, check the Add prefix box and enter the desired Prefix. For example, Invoice no. 121 with the prefix ABC will be displayed as ABC121. Click Save. (https://storage.crisp.Few readers

• Edit an Invoice

  How to edit an invoiceFew readers

• Invoice Format

  How to customize invoice formatSome readers

• Download an Invoice PDF

  How to download an invoice pdfFew readers

• Invoice Credit Balance

  How to add invoice credit for a studentFew readers

• Bulk Invoicing

  How to invoice multiple students and batches (Bulk invoicing)Few readers

• Creating Installment Plans

  How to create Instalment PlansSome readers

• Transferring Sessions and Managing Validity

  How to transfer sessions and manage validitySome readers

Payments

• Bulk Payment Reminders & Payment Link

  Detailed steps to send bulk email payment reminders and single payment links for invoicesFew readers

• How to Issue a Refund

  You can easily issue refunds for duplicate payments, order changes, and other adjustments by following these simple steps: Navigate to the Billing main menu on the left side of the screen. Under the Payments tab, click on the invoice against which you wish to issue a refund. This will open a comprehensive page with all the invoice details. In the row under ‘payments,’ click on the reverse arrow next to the heading ‘recorded by,’Few readers

• Recording a Payment

  How to record a paymentFew readers

• Recording a Part Payment

  How to record part payments Few readers

• Adding Payment Modes

  How to add a payment modeSome readers

Coupons and taxes

• Issuing Discount Coupons

  How to issue discount couponsSome readers

• Adding and Managing Taxes

  How to add and manage taxes Few readers

Subscriptions

• Adding a Subscription

  How to add a subscriptionFew readers

• How to Issue a Credit Note

  You can adjust invoices automatically to correct canceled classes or billing errors by issuing credit notes. Content What is a credit note? How to issue a credit note? Through the Invoices Tab Through the Credit Notes Tab What happens after you issue a credit note? How to void a credit noteFew readers