Invoicing by course or client

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Becky Kern

• 12 August 2019 04:53

I want to be able to invoice by course or client. To be able to select the course and invoice everyone who attended. In addition, it would be great to group together these invoices by client. So for instance, all the participants from a particular council (workplace) who attended the same session would be put on the one invoice. You can then of course add a purchase order if need be. This would eliminate the need to do as many individual invoices and would save a lot of time with the automation.

Another option that would be helpful, is to search for a client in the finance screen to see all of the outstanding invoices for that client, you could then select which invoice you want from the list and add to the invoice. 

This feature would also work well with statements. 

2

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  Sarah Watson

  • 16 January 2026 06:26

  I agree!

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