Weekly invoicing can be a common request, particularly for football groups. By raising them weekly, this allows the client to pay the invoice via GoCardless, reducing the need for you to collect their cash on a weekly basis.
We'd recommend that these invoices are done first, before you do the bulk invoice run for your school. To identify these clients, why not put a flag against their client account. See our article on how to set this up here.
If rather than manually bulk invoicing your clients you have automated invoicing setup, you tick exclude certain clients from being picked up in the run. See our Automated invoicing article on how to set this up here.
Follow these invoicing instructions for weekly invoices:
- Use the Clients tab to select the client you wish to invoice
- Scroll to the bottom of the client page
- Click on the
option - Enter the dates for the first week of the month, select
- Use back button on browser & repeat date process until you've completed each week.
- Now the invoices are available to view either on the client account or on the Invoices tab. Simply click to send them now, or as part of your bulk invoice run.
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