Invoices

Get assistance creating, updating and understanding your invoices.

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20 articles in this collection
Written by Matt, Holly, and Kseniia

Export Invoices to Xero

This articles shows you how you can use our Xero integration to export all your invoices directly from Class Manager to Xero
Matt avatar
Written by Matt
Updated over a week ago

Export Invoices to Quickbooks

This article shows you how you can use our Quickbooks integration to export all your invoices directly from Class Manager to Quickbooks.
Matt avatar
Written by Matt
Updated over a week ago

How do I generate and send invoices?

How do I generate and send invoices?
Holly avatar
Written by Holly
Updated over a week ago

How to Generate Invoices for all your Orders at once

How to generate a group of invoices for your completed orders
Holly avatar
Written by Holly
Updated over a week ago

Applying Tax to your Invoices

Having the ability to include Tax/GST on your Invoices to show your customers
Holly avatar
Written by Holly
Updated over a week ago

Why is there Multiple Invoices created for One Customer?

When you have multiple invoices for the same customer
Matt avatar
Written by Matt
Updated over a week ago

How to edit a part-paid invoice without deleting the payment?

When a customer has already received an invoice and made a partial payment, but you need to make changes to the invoice
Kseniia avatar
Written by Kseniia
Updated over a week ago

How Class Manager knows which Customer need to be Billed

Matt avatar
Written by Matt
Updated over a week ago

How to Set your Invoice Due Date

When you want to set up or change your invoice due date
Matt avatar
Written by Matt
Updated over a week ago

How to Add an Item to Invoices

If you need to add an extra fee onto your class invoices
Holly avatar
Written by Holly
Updated over a week ago

How to send Payment Reminders to your customers

When your invoices are not paid, send a payment reminder email to politely remind your customers they have a balance outstanding.
Matt avatar
Written by Matt
Updated yesterday

Choose not to email your invoices to customers

You have the option when approving your invoices not to email them to your customers
Holly avatar
Written by Holly
Updated over a week ago

How to edit invoices before you send them

Making manual edits and amendments to a 'New' invoice before you send it to your customers.
Holly avatar
Written by Holly
Updated over a week ago

How to Resend Invoices to a Customer

When you need to resend an invoice to a customer to prompt payment or because they may have lost it
Matt avatar
Written by Matt
Updated over a week ago

How to Print an Invoice

When you want a paper copy of a customers invoice
Matt avatar
Written by Matt
Updated over a week ago

My Invoices aren't Generating...

If you are attempting to generate invoices but it saying 'there is no customers that can be invoiced'.
Matt avatar
Written by Matt
Updated over a week ago

How to make Changes after you have sent an invoice

When you have sent an invoice to a customer but you would like to edit it.
Matt avatar
Written by Matt
Updated over a week ago

How to Generate an Invoice for a Customer that has joined the school half way through the term

A simple way to deal with a customer who arrives during the term
Matt avatar
Written by Matt
Updated over a week ago