Invoice amounts are calculated from the account’s billing history and the date range you choose when creating the invoice. The goal is to show a clear snapshot of what the family owes at that moment, based on what was already outstanding, what was added during the period, and what has already been paid.
When you create an invoice, Cadence Calendar looks at the account’s activity in the selected billing window and combines it with the account’s existing balance. In practical terms, the invoice amount is built from four main pieces:
This means an invoice is not just a list of new lessons. It is a full balance snapshot for that account.
The invoice begins with whatever the family already owed before the selected billing period started. That amount becomes the opening balance on the invoice.
For example:
This helps ensure the new invoice reflects the account’s true outstanding amount rather than only the most recent activity.
Next, Cadence Calendar includes any lessons, events, or other billable items that fall inside the invoice’s selected date range.
Examples of new charges include:
If the family had four lessons at $25 each during the selected range, those charges would be added to the invoice total.
Any payments the family made during the billing window are then applied against the balance. This reduces the amount due.
This may include:
If the family already paid part of the balance during the period, that amount is reflected in the invoice so the final amount due is accurate.
After the previous balance, new charges, and payments are combined, Cadence Calendar shows the amount that remains to be paid.
That remaining amount can result in one of three outcomes:
A zero-dollar invoice is created when you want an invoice record to exist even though there is no amount due.
This is useful when:
In these cases, the invoice can still be generated and sent even though the balance is $0.
If you enable zero-dollar invoices, this account can still receive a billing record even though the balance is $0.
Invoice amounts are calculated by combining the account’s previous balance, any new charges in the selected period, and any payments or credits that reduce the balance. The result is the amount still owed, which may be a positive balance, a $0 balance, or a credit balance depending on the account’s billing history.
