You can do invoice generation in two ways - individually per registration or in bulk.

Bulk invoice generation

The generated invoice is automatically sent to the client's email and displayed in their profile after they log in. The invoice can also be found in the administration.

Invoice overview

Billing profiles

Create a billing profile

Default billing profile

1.  In the Billing Profiles section, click on Not Set (in case you don't have it set up)
   
   
2.  Fill in any fields you need to have displayed on the invoice.
   
   
3.  Enter the IBAN account number and its SWIFT code. Customers will send their payments to this account. Depending on which bank you have an account with, you have the option to automatically match payments. You can find out more about how to set up this payment pairing here.
   
   
4. For payment pairing without further setup, Zooza has prepared the option of pairing via GoCardless. To set this up, click on Pair bank account. This will open a list of banks (filtered by region). Select your bank and click on its logo. You will then be taken to internet banking and confirm the pairing of your Zooz account with your bank. To learn how to apply this setting to your courses, read the manual on creating courses, section Payments.
   

Important to know!

1. With GoCardless bank account pairing, you can add multiple accounts if you have created accounts with multiple banks.
   
2. Currently, you will be paired 2 times a day via this feature. This means that if a customer sends you a confirmation of a payment, it will take a while before you will see it directly on the customer's registration as a paired payment and thus the payment status will change to "Paid".
   
3. Pairing via GoCardless is still under development and therefore it may happen that the payment is not paired correctly. In this case, you need to let us know at support@zooza.online to get the payments paired.
   
4.  if you are cancelling your bank account or do not wish to use it for other reasons and wish to cancel the pairing with Zooza, you can cancel this setting directly in your internet banking.
   
1. In the Item Description field, you can add a detailed description of the item, such as course/group name, child's name, and more, thanks to the dynamic tags you use for regular communication. The item's predefined value is the course name. A list of all dynamic tags can be found in this manual.
   
   
2. The last field you fill in is the Invoice Number, which is where you want the numbering to start. This setting can be important from an accounting perspective.
   

Other billing profiles

1.  In the billing profiles settings, you click the Add button and fill in all the fields, similar to setting up a default billing period. Here you also have the option to add a description of the item using dynamic tags or to pair a bank account.
   
   
2. Next, open the course you are invoicing to this new profile and click Change in the Price and Payment tile.
   
   
3.  In the Invoicing section, select the desired invoicing profile from the list.
   
   

Note: If these settings differ from the current ones, the app will notify you with a message about this change. If you are unsure about this, leave the Use new payment instructions box checked. This setting is important if you have entered a different IBAN in the Payment Instructions section. If you did not override this, the invoices will pull in the originally entered IBAN.

At registration level

1.  If you need to generate an invoice individually on the registration, you can do so in the registration details by clicking Show payments in the Payments tile.
   
   
2. You will then be presented with a complete overview of payments and invoices. To generate an invoice, click Generate Invoice in the Invoices tile.
   
   
3. This will open a window with information that you can change:
   
1. Invoice date
   
2. Payment method (Wire transfer, Cash, Card payment, Online transfer, Other)
   
3.  Item description - if you have set the item description directly in the Invoice profile settings, just check the Use preset text box or fill in your desired data in the Item description window
   
   

The generated invoice will be automatically sent to the client's e-mail within 5 minutes at the latest and will be displayed in the profile after login and also in the administration.

Changing the generated invoice

1. Billing profile - the billing data to which you are invoicing the amount
   
2. Invoice date
   
3. Payment method
   
4. Item description - again you have the option to use the preset text from the billing profile settings
   
   

Invoice overview

On registration, all invoices that have been generated for an individual registration can be accessed in the Payments Overview in the View Payments section of the Invoices tile.