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

• 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