Invoicing & Payments

Create invoices, track payments, and configure payment processing.

Creating Invoices

Invoices can be created manually from Admin → Invoices → New Invoice. Select a student, add line items with descriptions and amounts, and save. The platform assigns sequential invoice numbers automatically.

Invoices are also created automatically when a student enrolls in a course or completes a shop checkout.

Invoice PDFs

Every invoice can be downloaded as a PDF from the admin panel. The PDF includes your shop logo, name, invoice number, line items, and totals. PDFs are also attached to booking confirmation and order confirmation emails.

Sending Invoices

From the invoice detail page, you can email the invoice directly to the student. The email includes the invoice PDF as an attachment.

Payment Reminders

For outstanding balances, send a payment reminder email from the admin panel. The reminder includes the amount owing and a link to your site.

Square Integration

Online payments are processed through Square. Configure your Square credentials under Admin → Settings. Once connected, the checkout flow handles payment processing and records the transaction against the invoice.