How to Generate Concise Invoices (BASC and Holiday Programmes)

Scenarios
  • You want to know how suitable a Concise invoice would be for your Before and After School Care or Holiday Programme activity.
  • You want to find out how to generate Concise Invoices for your activity.

This document assumes the following.
  • You know what activity category you will be using on Enrolmy.

  • You know the business rhythm of your activity and how it relates to your invoicing.

 

Concise Invoices

This article covers:

  • What concise invoices are.
  • When a concise invoice should be used.
  • How to change your activity settings to generate concise invoices.

 

In Enrolmy, you can generate two types of invoices:

  • A detailed invoice - displays each session's information in a separate row.
    Click here to find out more about detailed invoices.

  • A concise invoice - aggregates all sessions and displays a single row with the totalled number of sessions and the total amount.

 

 

Example of Concise Invoice

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When should you use a Concise Invoice?

If you are running a Lessons and Classes activity where a customer must book ALL sessions, a Concise Invoice would be appropriate here, as you will have one total charge.

 

 

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. 

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Congratulations! You now know how to generate Concise Invoices.

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