How to Create an Invoice for a Client

How to Create an Invoice for a Client

1. Click on Client Care.
2. Click on Clients.
3. Click on the Account Summary icon of the client’s account.
4. Click on the Email Statement icon that resembles an envelope.
5. Click the Send icon at the bottom left corner of the new email screen.

    • Related Articles

    • Account Summary

      Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want to look at On the top right, below the search function you can see easy to access icons:  Email Statement: Use to email statement to client ...

    • BANG Email Summary

      This list summarizes the email triggers in BANG, who they go to and if they can be changed in settings. It also colour coordinates the Email Template names to the group receiving it so franchisees can edit the emails in their local office. CLICK HERE ...

    • Enrolling a Client

      Hover over Lead to Consult and click on Leads.  Click on the Add Enrollment Icon and it will take you to the Enrollment Form. (You can also access the Enrollment Form from the Student Profile Detail screen) The information we entered in the Lead Form ...

    • How do I cast an existing client that migrated over from the Big Apple with no allocation of hours?

      Although BANG does not allow for you to cast a non-allocated enrollment, you do have the option to close the enrollment and reopen a new one with allocated hours (by student or by subject) in order to cast.  In the top menu, go to Client Care > ...

    • Configuring your email in BANG - Using Rackspace

      To access the email configuration settings, hover over the gear icon and select Settings. Scroll down to the Email Settings section, and click the Settings button. Click the Mail Accounts tab. Begin by setting up the Outgoing SMTP Mail Servers - This ...