Classcard Helpdesk
  • English
Go to website
Back
Articles on:Invoicing, Packages, and Memberships
Manage Invoices, payments and more

Categories

  • Getting Started
  • Invoicing, Packages, and Memberships
  • Online Booking
  • Staff profiles
  • Manage students, batches, and forms
  • Integrations
  • Classcard 101
  • FAQ
  • Pricing & Plans
  • Issuing Discount Coupons
    How to issue discount couponsSome readers
  • Add a New Invoice
    How to add a new invoiceFew readers
  • Choosing a subscription plan
    How to Choose a subscription planFew readers
  • Recording a Part Payment
    How to record part payments Few readers
  • Add Payment Modes
    To add a payment mode: Navigate to the Invoices menu on the left side of the screen. Under Setup, click on Payment modes. At the right top corner of the screen, click on Add payment mode button. In the pop-up, type in the Name of the payment, and click Save. (https://storage.crisp.chat/users/helpdesk/webFew readers
  • Invoice Credit Balance
    To add invoice credit balance on a student's account: Navigate to the People menu, and in the Students option, click on any student row to access their information Click on Invoices, and then select the Adjust option Insert the credit amount. Optionally, you can provide additional details or reasons for the credit balance in an Internal Note, and click “save”! (https://storage.crisp.chat/users/helpdesk/website/42bb07487d55cc00/credit-balance-duez4on3k.gFew readers
  • Download an Invoice PDF
    Downloading an invoice is hassle-free with just 3 easy steps! Navigate to the Invoices menu on the screen, and click on it. On the "All Invoices" screen, click on any row of the invoices already created. Click on the Invoice PDF button to download it!Few readers
  • Recording a Payment
    Record your payments in three easy steps: Navigate to the Invoices menu located on the left side of the screen. In the All invoices page click on the invoice that you want to record the payment for. Once the invoice is opened, click on Record a new payment. Inputs while recording a payment In the pop-up, the amount received is pre-filled with the invoice amount. You can also record part payments. Select the payment moFew readers
  • Adding a Membership
    With Classcard’s option to add membership, create recurring subscriptions that renew automatically at specified intervals. This article is divided into 3 parts, namely: Add a Membership Memberships in Draft Pause or End Membership (https://help.classcardapp.com/Few readers
  • Adding and Managing Taxes
    How to add and manage taxes Few readers
  • Customizing Invoices
    How to customize invoicesSome readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2023 Classcard HelpdeskWe run on Crisp Knowledge.