How Do I Set Up and Customize Invoices?

Studio Helper Makes Setting Up and Customizing Invoices Easy:

General Information

By default, an invoice currently includes package(s) information, quantity, price breakdown, and balance due. If you want to include unsettled previous balances, you can generate a statement (Money > Statements). Attendance, on the other hand, can be manually added to invoice notes. The attendance can also be sent to your students through the Attendance Page (Calendar > Attendance).

Customizing Your Invoice

Editing Invoice Email Templates
To use this convenient features, just go to People > Email Templates > System Templates and click Customize Invoice. From there, you can add your bank details so that it will always be included in future invoice notifications that you will send out.

Changing The Date for Recurring Invoices

You can choose a specific date on a recurring invoice by changing the start date of the invoice to match the day of the month (or week, etc.) that you want it to go out on. For example, if you set your invoice date for Jan 20, and invoice monthly, then the invoice will created on the 20th of every month.

Saving Payment Information

To add and save payment details, just edit the Invoice Email template.

Log into your account and go to People > Email Templates > System Templates.

Then, click Customize Invoice. From there, you can add your bank details so that it will always be included in future invoice notifications that you will send out.

Feel free to contact us with any other invoice customization or use questions or needs that you have.

Sending Invoices To Multiple Email Addresses

You can send invoices to multiple email addresses at once. First, go to the profile of the student/parent whom you want to send the invoice to. Then, enter the additional email address(es) separated by a comma and a space in the appropriate field:

user@email1.com, user@email2.com, user@email3.com, etc

Save the profile. Then, proceed to the New Invoice page and create a new invoice for this student/parent. This invoice will be sent to the email address(es) on file.

We are happy to provide other tips and pointers for a user-friendly experience. Keep in touch with us: we’re here to help.

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