Create and export invoices
What invoices do
The instructor app can prepare an invoice from lesson records for a selected pupil and period. You can preview the document before saving or exporting it, rather than treating a payment summary as an invoice.
Prepare an invoice
- In Students, use the pupil’s invoice action. The invoice list is also available from Overview.
- Choose the pupil and select the date range.
- Enter the applicable tax percentage and choose the tax presentation shown in the form.
- Add relevant invoice notes and any configured invoice fields.
- Select the preview/export action and review the pupil details, lines, currency, dates and totals.
- Save or export the PDF using the controls offered by the preview.
For example, select one pupil’s lessons for a month, review whether the entered lesson amounts include tax, then check the PDF before sending it.
Important things to know
The invoice form supports different tax presentations, including gross-inclusive, a VAT split and adding tax. Choosing the correct treatment is your responsibility; the app does not decide your legal tax obligations. A PDF invoice is not proof that the pupil paid. Mixed currencies and missing lesson/profile information may prevent invoice creation.
Troubleshooting
If there are no lessons in the range, check the pupil and dates. If the teacher profile is missing, refresh your account data first. If saving fails, review the preview and retry only after checking whether the invoice already appears in the list.
Related features
Financial overview · Currency · Payments