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?
Navigate to the Edit Activity page.
Scroll down to Invoice Settings.
Click on the blue Show Advanced Options.
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.
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