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How To Articles
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- How to Update Calendar Settings
- How to Use the Student List / Member List
- How to Use Student Sign-Up
- How to Use One-Time Charge
- How to Use the Attendance Log
- How to Use Mass Check In
- How to Create a New Student
- How to Backdate a Payment
- How Do I Contact Support, Report an Issue, or Provide Feedback?
- How to Use Adjust Balance
- How to Create a New Membership
- How to Use Memberships
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
- How to Use Mass Check In
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How To Videos
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Getting Started
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FAQs
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
To follow best accounting practices, you can’t delete an invoice or recurring billing. However, you can archive them to keep your finances tidy. Archived invoices won’t appear on the attached person or family’s profile, but can still be found in the Archived Invoices tab in Finances.
To learn more about best practices for invoices, and why they’re so important for running your business, click here.
How to archive an invoice
1. First, make sure the invoice is Closed.
- To be Closed, an invoice must be paid in full, either by payment or credit.
2. Click the kebab (three vertical dots) in the upper right of the invoice’s details page and select Archive.
3. After reading the confirmation text, click the Archive button.
How to archive a recurring billing
1. First, make sure the recurring billing is Inactive.
2. Click the blue Archive icon (a blue file box) in the upper right of the recurring billing’s details page.
3. After reading the confirmation text, click the Archive button.