How to create an invoice?
• Enter Billing Section Begin by entering the Billing section, the central hub for managing invoicing tasks.
• Spot and select the "New Invoice+" option to kickstart the process of generating a new invoice.
• Complete Invoice Details
Upon choosing to create a new invoice, a comprehensive form will be presented. Fill in all essential invoice details.
Follow these steps to fill in each field:
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Type to Search: Begin by typing to search and select the child you intend to bill.
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Invoice Number: This field will be automatically populated with a unique invoice number.
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Tax: Choose the preconfigured tax from the options available. Ensure you have previously filled in the necessary tax details in the configurations.
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Invoice Date: Specify the date for the invoice, indicating when it should be issued.
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Pay Before Date: Set a due date for payment, indicating the deadline by which this invoice should be settled.
Products:
Here you select the pricing option for that invoice Example: Kindergarten subscription
Send invoice to: Once you have selected the child, the child's parents will appear here, automatically You can add to CC/BCC other people.
Additional options: This will be filled in automatically, after you have filled it in the Configurations in advance. (Bank account no.)
After completing the entries, click Save&Confirm
After saving&confirming, click on Documents(1) option
Here you can download this invoice as a PDF, and you can see what an invoice sent to parents looks like with all the completed data.
