Quick Guide to Invoicing / How to Issue Invoices with Ease
Overview
Our software allows invoicing the customer from mobile devices or desktop computers.
Invoicing on the Go for Steady Cash Flow
An invoice is your payment summary for every ballet class, piano lesson, or recital package—spelling out dates, rates, hours, fees, and due dates. It’s the polite yet firm nudge for payment while protecting you if a parent disputes a charge. In our BitzButler CRM app, invoicing feels like texting: fast, studio-branded, and parent-friendly.
Why bill on mobile? (Phone or tablet)
You’re busy teaching, not glued to a desk. When a parent stops you after class — “Can Emma do extra rehearsals?” — just pull out your phone. A few taps and the invoice is sent before you even turn off the studio lights.
Parents like paying instantly with bank transfer or card — no checks, no fuss. You get “paid!” ping on your phone right away.
No more chasing late payments or hearing “I forgot.” Studios that bill on mobile get paid days faster — so you can focus on teaching with ease instead of stressing over cash flow.
It automatically calculates the amount by multiplying the quantity and unit price, tracks the payment, reducing mistakes means saving valuable time.
From the customer point of view, a fast response means you care about the business that they gave you. Nowadays, the world is moving very fast and most of the customers do not have patience to wait. This is due to the convenience of the mobile apps that are available on their mobile phones.
It also simplifies the requirements of legal and tax submission. Just a few clicks and the system will generate the Profit & Loss and Balance Sheet for you. Helping you in avoiding fines.
No more paper trail and only PDF files - it is eco-friendly!
Any changes have an audit trail. This is a very important feature as compared to the manual invoicing process. This is critical in the sense of security and compliance.
With BizButler CRM, it certainly helps in improving your company image such that the customer feels comfortable working with you.
When to send?
- Right after a trial class or replacement class
- Monthly for regular students
- Term-end for recital fees or elite training programs
- Anytime a parent texts “Can you invoice me?”
- Upon a service job has been completed.
- Upon the customer placing the order.
Where to access?
From the mobile login: open the app → Dashboard → Invoice tab. Your full student roster, class history, and preset rates are waiting—no typing required.
If you are using the browser on a desktop: click on the Invoice menu → then clicks on the plus icon (at the top right).
Who issues it?
- Studio Owners/Admins - daily or trial classes etc.
- Instructors – quick bills for regular coaching or extra class etc.
- Project manager - invoice the customer upon job completion.
- For sales executives - invoice the customer upon customer placing their order.
- Small business owners and freelancers especially.
How to issue it on mobile device
- Tap "INVOICE".
- Tap "New Invoice".
- Select from the drop-down buttons to complete the information.
- Tap "Add new item".
- Complete the invoice details.
- Tap the save button after completing the information.
- Export and download invoice in PDF format.
Done. No printer. Just happy parents and steady income.
In short, our BitzButler CRM makes a smart 24/7 billing assistant. Log in tonight, send one test invoice, and watch the payments come in — so you can focus on teaching, not paperwork. Ready to ditch the paper chaos?
Additiional built-in feature: e-Invoice submission to MyInvois portal.
For mobile phone user,
For desktop user,
Summary
BitzButler makes issuing invoices easy and efficient with less errors.
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