Invoicing

At the moment the Invoices page won't list any invoices. To create a new invoice you simply link the meetings to an invoice from your Meetings page. 

From the Meetings page change the Invoice filter to "Not invoiced" and then click search and the options to add the meetings to an invoice will appear.

This will then create an invoice for you but at this stage it will be most likely missing key information.

You can add bank information and address and other details from the invoice settings. You can also add your price per session though this can be updated on a per session basis.

To alter any of the invoice details such as due date click through to Edit from the Actions drop down menu. This also has a link to download a PDF of your Invoice.

If you are a mentor and you would like to use the Invoicing features on Improval then please contact us.