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  1. CollegePlannerPro Support
  2. Billing & Invoicing

Billing & Invoicing

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  • How do I enable the billing & invoicing module?
  • Video: How do I create, email and record a payment for an invoice?
  • How do I add line items on an invoice?
  • How do I manage invoice numbers?
  • Video: How do I email, print or save a PDF of an invoice?
  • How do I edit an invoice?
  • How do I delete an invoice?
  • Video: How do I create a payment plan for a client?
  • Carrying over credit from one invoice to another
  • Payments Received Report
  • How do I set my email defaults for payment notification?
  • How do I set my email defaults for emailing invoices?
  • How do I enter tax settings in the Billing & Invoicing module?
  • How do I set default terms for invoices?
  • How do I set Time Tracker defaults?
  • How do I ensure that my business address is displayed on Invoices?
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