Scenarios:

  • You want to give your customers a detailed invoice that itemising each session you are charging for

  • You want to find out how to generate detailed invoices with Enrolmy for your activity

This document assumes the following:

  • You have set up your activity on Enrolmy

  • You understand the purpose of an invoice

  • You know the business rhythm of your activity

 

Detailed Invoices

This article covers:

  • What detailed invoices are.

  • When a detailed invoice should be used.

  • How to change your settings to generate detailed invoices.

 

In Enrolmy, you can generate two types of invoices:

  • A detailed invoice - displays each session's information as a separate line item.

  • A grouped invoice - aggregates all sessions and displays a single row with the totaled number of sessions and the total amount.
    Click here to find out more about concise grouped invoices.

  

Example of Detailed Invoice

When should you use a detailed invoice?

We recommend using detailed invoices for Before and after school activities and Holiday programmes.  We recommend this because it has a clear breakdown of each day/session you are charging the customer for.

  

Where do I change the settings for this?

  1. Navigate to the Edit Activity page.

  2. Scroll down to Invoice Settings.

  3. Click on the blue Show Advanced Options.

  4. Use the drop-down menu to select which type of invoice you want to generate for this activity. 

Congratulations! You now know how to generate Detailed Invoices.