How To: Generate Lesson Invoices (bulk invoicing)

Modified on Fri, 12 Jun at 4:09 PM

Overview

How to generate lesson invoices in bulk for all enrolled students.

This does not relate to generating invoices for Memberships.

How To Video

How to prepare for, generate invoices and send statements.

Setup Guide

TABLE OF CONTENTS

Overview
How To Video
Setup Guide

Before You Start

Prior to generating invoices, if applicable:

Enter closure dates (Configuration → Do Not Bill Periods / Public Holidays)
Update pricing (Configuration → Price Levels)

Refer to: 
Quick Guide: Invoice Generation Checklist
Do Not Bill Periods
Public Holidays
How to: Update Lesson Pricing

How to Generate Lesson Invoices

1. Go to Administration → Generate Lesson Invoices.

2. Select the Fee Calculation Template to be invoiced from the dropdown menu and click "Next".

3. Enter the date range for the invoice period.

Start Date = first date of lessons in the billed period

End Date = last date of lessons in the billed period.

4. Click "Process Lesson Invoices" and click "OK" on the pop-up.

Invoice generation will begin.

You will receive an email confirming the start and end of the process. It will only take a few minutes, depending on the number of students.

Repeat for each Fee Calculation Template required to be invoiced.

Next steps

Invoices are not automatically sent to families. This is a separate process to allow you to check some family accounts if needed. Sending statements is optional.

To send, go to Administration → Send Bulk Statements by Email. For further information, refer to:

Quick Guide: Sending Bulk Statements Checklist

Last updated 12 June 2026