Go to the Invoices Page
From your Cadence Calendar dashboard, navigate to the Invoices section. This is where all invoices are managed, including draft, unpaid, and paid invoices.
Click “Add Invoice”
Press the Add Invoice button to start a new invoice. This will open the invoice form.
Select Accounts
Choose one or more accounts (families) that you want to bill.
You can add accounts individually or use the “Add all accounts” option to generate invoices for every active account at once.
If you need to remove one, simply uncheck the account in the list.
Choose a Date Range
The date range determines which lessons and events are included on the invoice.
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.
Only lessons and events within this date window will be added as invoice line items.
Set the Invoice Date
This is the official “issue date” of the invoice.
By default, it will be set to today, but you can adjust it to any date in the past or present.
Set the Due Date
Choose the date when the invoice must be paid.
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.
Accounts will see this due date clearly when they receive the invoice.
Decide on Zero-Dollar Invoices
If an account has no charges in the selected date range, you can choose whether to still generate a $0 invoice for record-keeping.
Toggle the “Create Zero Dollar Invoices” option if you’d like these to appear.
Enable Online Payments (Optional)
If you have connected Stripe and enabled online payments in your settings, you can check “Include Online Payment Link”.
This will add a secure payment link to each invoice, letting families pay by credit card directly.
Review and Save
After filling in all details, click Submit.
You’ll see a confirmation dialog before invoices are created.
If all looks good, confirm to generate the invoices. They’ll now appear in your Invoices list and can be sent to accounts.
The Invoice Card gives you everything you need to manage a single invoice—view its details, check its status, and take action.
At the top, you’ll see the account name (the family contact).
If the account doesn’t have an email, you’ll see a small warning.
Right below, a colored status tag (like Unpaid, Paid, Overdue) tells you the current state of the invoice.
The main section shows:
Invoice Amount – total balance due.
Invoice Date – when the invoice was created.
Service Dates – the date range of lessons or events covered.
Due Date – when payment is expected.
Sent/Reminder Dates – when the invoice or a reminder was emailed.
Payment Link – if online payments are enabled, families can pay directly.
Click the bell icon to email a reminder to the family.
The reminder uses your Overdue Invoice Reminder template.
If you want to customize the wording, update your email templates in Settings.
Click Preview to open a PDF version of the invoice. This is exactly what the family sees.
At the bottom of the card, you’ll find quick options:
Delete Invoice – permanently remove it.
Add Payment – record a payment for this invoice, which updates the balance automatically.
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.
