Invoicing all of your classes can be a daunting task, but it doesn't have to be. With membermeister, you can quickly and easily create invoices for all of your classes with just a few clicks! This guide will walk you through the steps on how to invoice all classes in membermeister.

Here is a video walkthrough showing you the entire process. If you prefer a written guide, that can be found under the video.

1. Go to the Invoices tab and select Invoice all classes.

2. Select whether you want to invoice active, upcoming or partially invoiced classes from the dropdown menu.

3. De-select any classes you do not wish to invoice during this invoice run.

4. Scroll down to the Discounts section. If you use any discounts, apply them here. If you're new to discounts, please see our help article on configuring student discounts.

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5. Scroll down to the Invoice details section.

Here you can configure the information shown on your invoices.

​Invoice date: When you plan to send your invoices out.

Due date: When you'd like your customers to pay by.

Reference: This could be something like 'Summer Term 2' or 'July Fees'.

Payments details: List the details of how your customer can pay you. This might be BACs details, cheque, cash, or any other way you allow them to pay.

Comments: If there is any other information you'd like to provide to your customers, you can put it here. Keep in mind that you will have the option to type a covering letter later on.

6. When finished, click the green Prepare invoices button. On the next page you'll see all of your draft invoices. At this point you can go through and check each one, and make any necessary updates on individual invoices by clicking the blue Edit button on the invoice itself.

7. Once you've clicked Edit, you'll see a dialogue box that allows you to update any information on the invoice. When finished, click Update.

8. Should you wish to make changes to some, or all of your invoices, select all the invoices that you would like to update, and click the Edit button to the right of your draft invoices.

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9. You can bulk edit Reference, Due date, Issue at date, Payment terms and Comments. Simply select the field you wish to update, and update the contents accordingly.
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When finished, click Update invoices.
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10. To bulk add an item or discount to some or all of your invoices, click the Add item button to the right of the draft invoices.
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11. Select the item or discount you wish to apply to those invoices, and click the green Add item button. To create additional items and discounts, go to the Invoices tab and select discounts.

12. When you are ready to send your invoices out, click the green Send button to the right of your draft invoices.

This will open a dialogue box where you can type a covering email that the invoices will be attached to, as PDF files.
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13. When you are happy with everything, click Send. The system will then email all of the selected invoices out to your customers.

We hope that helps. Please let us know if you require any assistance.