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Creating Invoices in Admin Panel
Alexander Richards avatar
Written by Alexander Richards
Updated over 3 months ago

Create Invoice for Credits

Create on Invoice Page

Steps:

  1. Click "Invoices" in Top Navigation

  2. Click "+ Invoice" Button

  3. In Charge Card/Send Invoice Modal Window:

    1. Select Customer from Select Customer Dropdown

    2. Select Credit Type from Credit Type Dropdown

    3. Insert Credit Quantity in Quantity Text Field

    4. (Optional) Click Edit Button to Edit Total Price

    5. Click "Send Invoice" Button

Create in Customer Profile

Steps:

  1. Click "Customers" in Top Navigation

  2. Find Customer in Customer Management Table

  3. Click Customer Name to Open Customer Profile

  4. Click "Invoices" Tab

  5. Click "Send Invoice" Button

  6. In Charge Card/Send Invoice Modal Window:

    1. Select Credit Type from Credit Type Dropdown

    2. Insert Credit Quantity in Quantity Text Field

    3. (Optional) Click Edit Button to Edit Total Price

    4. Click Send Invoice Button

Custom Price for Credit Invoices:

When Creating an Invoice for Credits, you have the option to Set a Custom Price, Grant a Scholarship, or Make the Credit Complimentary.

Steps:

  1. In Charge Card/Send Invoice Modal Window:

    1. (If Needed) Select Customer from Select Customer Dropdown

    2. Select Credit Type from Credit Type Dropdown

    3. Insert Credit Quantity in Quantity Text Field

    4. (Optional) Click Edit Button to Edit Total Price

      1. Insert Custom Total in Custom Total Currency Field

      2. Select Custom Price, Scholarship, or Complimentary from Dropdown

      3. Insert Note in Reason for Change Text Field

      4. Click "Confirm" Button

    5. Click "Send Invoice" Button


Create Invoice for Custom Charge (No Credits)

Create on Invoice Page

Steps:

  1. Click "Invoices" in Top Navigation

  2. Click "+ Invoice" Button

  3. In Charge Card/Send Invoice Modal Window:

    1. Select Customer from Select Customer Dropdown

    2. Set Attach New Credit(s) Toggle to Off

    3. Insert Invoice Amount in Amount Currency Field

    4. Select Location for Location Dropdown

    5. Insert Payment Description in Payment Description Text Field

    6. Click "Send Invoice" Button

Create in Customer Profile

Steps:

  1. Click "Customers" in Top Navigation

  2. Find Customer in Customer Management Table

  3. Click Customer Name to Open Customer Profile

  4. Click Invoices Tab

  5. Click "Send Invoice" Button

  6. In Charge Card/Send Invoice Modal Window:

    1. Set Attach New Credit(s) Toggle to Off

    2. Insert Invoice Amount in Amount Currency Field

    3. Select Location for Location Dropdown

    4. Insert Payment Description in Payment Description Text Field

    5. Click "Send Invoice" Button


Create Invoice for Reservation

Steps:

  1. Click "Customers" in Top Navigation

  2. Find Customer in Customer Management Table

  3. Click on Customer Name to open Customer Profile

  4. Click the "Schedule & Pay" Button

  5. Select a FUNBOX

  6. Select Participant from Participant Dropdown

  7. Select Location from Location Dropdown

  8. Select Desired Session(s) or Program(s)

  9. Click the "Submit" Button

  10. (Optional) Click "Add Promo Code" to Add Promo Code

  11. (Optional) Click Edit Button to Edit Total Price

  12. Click Reconfirmed Dates with Customer Checkbox

  13. Click the "Pay and Schedule Dates" Button

  14. Select "Send Invoice" for Payment Option

  15. Click Customer notified of Cancel Policy Checkbox

  16. Click "Send Invoice" Button

Custom Price for Reservation Invoices:

When Creating an Invoice for Reservations, you have the option to Set a Custom Price, Grant a Scholarship, or Make the Credit Complimentary.

  1. On Schedule and Pay Page: Click Edit Button to Edit Total Price

    1. Insert Custom Total in Custom Total Currency Field

    2. Select Custom Price, Scholarship, or Complimentary from Dropdown

    3. Insert Note in Reason for Change Text Field

    4. Click "Confirm" Button

  2. Proceed According to the Directions

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