Here's an overview video on invoicing:
And here's how to use Invoicing for Comprehensive Packaging
Invoices for each student can be accessed from the drop down menu under the student
picture in the top right hand corner of a student record.
Billing Items holds all pending billing entries. You can captures billing items in this section
until you are ready to create an invoice. Quantity is the number of hours or quantity of items
to be billed. The Rate is the dollar amount that will be applied to the Quantity. The Amount is
calculated as the Quantity multiplied by the Rate. Once a billing entry is completed, it can be
edited, deleted or added to an invoice.
When you are ready to create an invoice, you will click on the down arrow to the right of
a billing entry to add it to a new invoice. The invoice is created on the bottom half of the
To modify the recipient of the invoice, while still on the Billing Items tab (and before finalizing the invoice) select the icon next to the name and address in the
lower right hand part of the invoice. Select the radio button next to the student or connection
or custom address. The text box on the lower left with the note can also be modified by
selecting the Edit button and then Save.
Once the invoice on the lower part of the Billing Entries tab looks correct, including the billing
entries, the recipient of the invoice and the text box, select the Finalize Invoice button at the
top of the invoice view, just about the invoice number. This will create a final invoice. Here
the invoice can be printed or emailed to the recipient.
The Invoices tab shows all the finalized invoices for the student.
Payments are tracked in the payments tab. Click on ‘add new record’ to add a payment
record. Delete a payment by clicking on the x or edit a payment record by clicking on the
The Financial summary tab allows you to see a summary of invoices against payments and
only displays information.