When Cadence Calendar creates an invoice, here’s how the amounts are figured out:
Start with what the account already owed
The invoice looks at what the family’s balance was before the billing period begins. That becomes the “Previous Balance” on the invoice.
Add new charges
Any lessons or events in the selected billing window that should be billed get added as new charges.
Example: A student had 4 lessons this month at $25 each → $100 in new charges.
Subtract payments
Any payments the family made during the billing window are applied.
Example: They paid $50 during the month → that reduces the balance.
Show what’s left
At the end, the invoice shows how much the family still owes (or if they’re all caught up).
If they still owe money, the invoice will show the amount due.
If they’re fully paid up (or have a credit), the invoice will show a $0 balance or be marked as paid.
Zero-dollar invoices
By default, Cadence won’t create invoices for accounts that don’t owe anything. But you can turn on “Create Zero Dollar Invoices” if you want every family to get an invoice regardless of the balance.
In short: Each invoice is simply a snapshot starting with what was owed, adding any new charges, subtracting any payments, and showing the total still due.
