Music Teacher's Helper Blog

Invoicing Feature Improved!

We’re excited to announce that the invoicing feature has been improved and the new version is now available in your account. Here are the five changes:

1) Streamlined forms with fewer inputs/clicks
2) Convenient invoicing templates with pre-set settings
3) New Sidebar lets you preview the dates that will appear on the invoice.
4) Easier invoice scheduling – Only add a name to the invoice schedule now
5) Now schedule invoices right from the invoice form.

 Click Here to watch a 7 minute webinar on using the new invoicing system.

If you want to keep the old invoicing feature, you may revert back by clicking “Settings” in the top right corner of your dashboard and then “Studio Settings”. There you can choose to use the old feature. Make sure to click “Save Preferences” before navigating away.

 

Here is a step by step walk through, with screenshots, on how to generate invoices with the changes.

1) Select “Billing” and navigate to “Invoicing” and select “Create Invoice(s).

Screen Shot 2014-05-20 at 10.23.39 AM

2) Choose a month to invoice. For “Custom” to invoice another time period (please see below). 

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3) Select payment due date.

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4) Select families to invoice

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5) Check to email this invoice now

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6) Write a custom message for your invoice

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7) If you’d like this invoice to be recurring, check schedule your invoice. 

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8) Select Schedule Invoices  

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For non-recurring invoices, select Generate Invoices Now

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If not recurring, then skip steps 7 & 8 and go straight to Generate Invoice. You can also preview any invoice you create before scheduling or generating by selecting the Preview button. Note: for recurring, preview your invoice prior to selecting Recurring Invoices

 

For custom invoices: 

1) Select Custom 

Screen Shot 2014-05-20 at 11.04.01 AM

 

2) Select start and end date. 

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Follow steps 3 through 7 above

8) Frequency options will appear near bottom. Select your frequency.  

Screen Shot 2014-05-20 at 10.40.14 AM

 

Again, if you are not ready for the improved invoicing feature, you may revert back by clicking “Settings” in the top right corner of your dashboard and then “Studio Settings”. There you can choose to use the old feature. Make sure to click “Save Preferences” before navigating away.

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