<h1>How to Create an Invoice</h1><ol class="steps-list"><li>Go to the Invoices PageFrom your Cadence Calendar dashboard, navigate to the Invoices section. This is where all invoices are managed, including draft, unpaid, and paid invoices.</li><li>Click “Add Invoice”Press the Add Invoice button to start a new invoice. This will open the invoice form.</li><li>Select Accounts<ul class="accent-bullets"><li>Choose one or more accounts (families) that you want to bill.</li><li>You can add accounts individually or use the “Add all accounts” option to generate invoices for every active account at once.</li><li>If you need to remove one, simply uncheck the account in the list.</li></ul>Choose a Date Range<ul class="accent-bullets"><li>The date range determines which lessons and events are included on the invoice.</li><li>You can pick a preset (such as This Month, Next Month, or Last 7 Days) or select a custom date range using the calendar picker.</li><li>Only lessons and events within this date window will be added as invoice line items.</li></ul></li><li>Set the Invoice Date<ul class="accent-bullets"><li>This is the official “issue date” of the invoice.</li><li>By default, it will be set to today, but you can adjust it to any date in the past or present.</li></ul></li><li>Set the Due Date<ul class="accent-bullets"><li>Choose the date when the invoice must be paid.</li><li>By default, Cadence Calendar sets the due date to the first day of the next month, but you can edit this to match your own payment policies.</li><li>Accounts will see this due date clearly when they receive the invoice.</li></ul></li><li>Decide on Zero-Dollar Invoices<ul class="accent-bullets"><li>If an account has no charges in the selected date range, you can choose whether to still generate a $0 invoice for record-keeping.</li><li>Toggle the “Create Zero Dollar Invoices” option if you’d like these to appear.</li></ul></li><li>Enable Online Payments (Optional)<ul class="accent-bullets"><li>If you have connected Stripe and enabled online payments in your settings, you can check “Include Online Payment Link”.</li><li>This will add a secure payment link to each invoice, letting families pay by credit card directly.</li></ul></li><li>Review and Save<ul class="accent-bullets"><li>After filling in all details, click Submit.</li><li>You’ll see a confirmation dialog before invoices are created.</li><li>If all looks good, confirm to generate the invoices. They’ll now appear in your Invoices list and can be sent to accounts.</li></ul></li></ol><hr><h1>How to Use the Invoice Card</h1>The Invoice Card gives you everything you need to manage a single invoice—view its details, check its status, and take action.<h2>1. Check who the invoice is for</h2>At the top, you’ll see the account name (the family contact).<ul class="accent-bullets"><li>If the account doesn’t have an email, you’ll see a small warning.</li><li>Right below, a colored status tag (like Unpaid, Paid, Overdue) tells you the current state of the invoice.</li></ul><h2>2. View important invoice details</h2>The main section shows:<ul class="accent-bullets"><li>Invoice Amount – total balance due.</li><li>Invoice Date – when the invoice was created.</li><li>Service Dates – the date range of lessons or events covered.</li><li>Due Date – when payment is expected.</li><li>Sent/Reminder Dates – when the invoice or a reminder was emailed.</li><li>Payment Link – if online payments are enabled, families can pay directly.</li></ul><h2>3. Send a reminder (if unpaid)</h2>Click the bell icon to email a reminder to the family.<ul class="accent-bullets"><li>The reminder uses your Overdue Invoice Reminder template.</li><li>If you want to customize the wording, update your email templates in Settings.</li></ul><h2>4. Preview the invoice</h2>Click Preview to open a PDF version of the invoice. This is exactly what the family sees.<h2>5. Take action from the footer</h2>At the bottom of the card, you’ll find quick options:<ul class="accent-bullets"><li>Delete Invoice – permanently remove it.</li><li>Add Payment – record a payment for this invoice, which updates the balance automatically.</li></ul><blockquote>Tip: Use the Invoice Card whenever you need to quickly review or act on a single invoice—whether it’s sending a reminder, recording a payment, or just confirming details.</blockquote>

Invoices

How to create an invoice in Cadence Calendar

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