Billing & Invoicing

What is Rules Based Invoicing? How does it work?
Rules-based invoicing is a special invoicing feature on Cheqdin that allows you to generate multiple invoices with varying amounts in a single click. Now, i...
Wed, 14 Jul, 2021 at 6:05 PM
Understanding Your Billing Dashboard
With Cheqdin's billing dashboard you can effortlessly have a quick glance at your financial transactions all in one go.  This is the one-stop shop wher...
Wed, 14 Jul, 2021 at 6:35 PM
Rules Based Invoicing : Set up a rule in 3 simple steps
Creating and defining an invoicing rule is quite simple. Here's how:  Step 1: Create Invoice Rule Go to 'Billing' > Rules-Based Invoi...
Wed, 14 Jul, 2021 at 6:33 PM
A Guide to Update Invoice Settings
Invoice Settings - The Basics   Before you start sending invoices to your customers, it is crucial that you update the settings for your centre. To look p...
Wed, 14 Jul, 2021 at 6:36 PM
Invoicing Check List - Things you need to do before getting started
Prior to getting started with invoicing, you need to ensure the following three essential aspects of invoicing have been updated and in order:  1. Invoice ...
Thu, 15 Jul, 2021 at 10:34 AM
How to invoice your customers in minutes with Rules-based Invoicing?
We understand that billing for each child varies depending on your setting and the sessions involved. This can get more complex with different sessions, boo...
Thu, 15 Jul, 2021 at 10:49 AM
Invoices in Drafts – Everything that you need to know
All the invoices you create through Cheqdin will be auto-saved in the 'Drafts' section for you to review, approve and send. Understan...
Thu, 15 Jul, 2021 at 10:52 AM
Understanding Transactions – All Transactions
Most of the transactions that happen in Cheqdin are automated, however, there are also manual transactions. We understand that you need to be in control of ...
Thu, 15 Jul, 2021 at 10:58 AM
What are Recurring Plans? What are they for?
Creating recurring plans can save you a lot of time and give you the flexibility to review the invoices before sending them out to your customers. What'...
Thu, 15 Jul, 2021 at 11:15 AM
How to Save a Recurring Invoicing Plan as a Template?
When creating a recurring plan you have the option to save the plan as a template (See Step 3 of Create recurring plan). This is very useful when you apply ...
Thu, 15 Jul, 2021 at 11:20 AM