When Lessons are marked as ‘Complete,’ they become ready to be invoiced. To generate Draft Invoices for these Lessons:
Navigate to Accounting > Draft Invoices.
Click the Generate Invoices button.
Select the date range covering the Lessons you want to invoice for.
Click Regenerate to create the Draft Invoices.
This process can be repeated any time you need to update Draft Invoices after making changes to Lessons or Ad Hoc Charges, ensuring your drafts are always accurate and up-to-date.
Viewing and Reviewing Draft Invoices
To review a Draft Invoice before confirming:
In the Draft Invoices page, locate the Invoice in the left panel.
Click the Client’s name to open detailed view.
You can then review the listed items, amounts and dates.
If you notice any discrepancies, you can adjust the related Lessons or Ad Hoc Charges before raising the Invoice.
Frequently Asked Questions
Can I stop free Lessons from appearing on Invoices?
You can! Simply navigate to System > Settings > Accounting Settings > General and enable the ‘Ignore free Lessons’ checkbox. Free Lessons will then be excluded from Invoices.
Why is a Lesson missing from my Invoice?
Here are a few things to check:
Is the Lesson marked as ‘Complete’?
Navigate to the Lesson page and check for a green 'Completed' label at the top.Has the Lesson already been invoiced?
Head to the Lesson’s Accounting tab to see if it’s already been included in a past Invoice.Is the Lesson chargeable?
On the Lesson’s main page, look next to the Student’s name – if the charge is £0, the Lesson won’t be invoiceable.
How do I change the starting ID number for my Invoices/Credit Requests/Payment Orders?
Accounting items like Invoices, Credit Requests and Payment Orders all have ID numbers attached to them. By default, this number starts at 1 (so the first Invoice you raise would have INV-1 as its ID).
If you would like to change this initial starting value, you can do so by entering your desired number value into the ‘Start ID’ fields.
Note: This will have no effect if you specify an ID number that has a lower value than an already existing ID number for a raised Invoice/Credit Request/Payment Order.