How To Generate Invoices

There are two steps to be considered when invoicing in arrears:

1. Finalising attendance

2. Generating and finalising invoices

Finalising Attendance

Before generating invoices, you will need to finalise attendance for all the days of the invoicing period.

1. Within the activity, click on the Attendance tab

2. Select the day you want to generate invoices for

3. Finalise the attendance for the day

4. Tick on “I confirm that the above is a true and accurate record of this day’s attendance” and choose either to Save and Finalize or Save as draft

5. At the prompt, type in the day of the week that the attendance is for

Generating And Finalising Invoices

1. Once all days are finalised, click on Generate Invoices

2. Select attendees you wish to invoice, or select all

3. Click on Generate Invoices at the bottom of the screen. This will generate a set of draft invoices

4. Head on to draft invoices within the Money tab

5. Select the invoices you wish to approve and email

Last updated 10 Feb 2025