How to create manual invoices

Create invoices for other items or services that are not associated with course enrollment invoices.

Example: Library services, equipment/materials for rent or sale, extra tutoring services ...etc

STEP 1: Go to Finances> Manual Invoices.

1. Manual Invoice Templates (Tools > Customize templates > Invoicing > Manual Invoice

On this page, our system supplies a default template containing all the fields and information entered while creating invoice items and creating invoices. The data can be deleted and edited on the default template. You may also choose to make your template and add specific fields that you want for your manual invoices from the shortcode list.

**Default Manual Invoice:

2. Items Manager

To add an item to the Items list so it can be placed onto the Manual Invoices then enter the item in the field that says "Enter an item" and then the cost of that item in the "Unit Cost" field. Choose the currency and then click Add Item to save.

STEP 2

Go to Finances > Manual Invoices > Create invoice

• Enter all the general information of the invoice such as the number, name, details ...etc.
• Add the student/company as the owner of the invoice and their billing information (only if it doesn't auto-generate from student profiles).
• Add the item(s) that you created in the items manager.
• Add in the discounts and taxes for the invoice
• Click Add to save the Manual Invoice to the Manual Invoice List.

STEP 3

Manual Invoice List:

On this page, you can search for pending, paid and cancelled invoices. After a student pays for an invoice then

• Checkmark the pending invoice and then
• Click Change Status and
• Set to Paid.

Any other changes in the invoice statuses can be changed the same way. Once a Manual Invoice is paid then the amount will be added to the other enrollment invoices and used to calculate the Gross Income on the Financial Reports.

Updated on: 21/06/2022