What should a Lessons and Activities invoice include?
Add school or program name, address, and contact info. Include student name, guardian, invoice number, and dates of service. Itemize tuition, class packs, uniforms, exams, and supplies with quantities and rates. Show discounts and deposits. Include subtotal, tax if any, and total due. Add payment terms, accepted methods, and notes like level, room, or coach.
Are lessons taxable?
It depends on your region. Many lessons are tax-exempt, while goods like uniforms, books, or art supplies may be taxable. In the US, follow state rules. In Canada, apply GST/HST or GST plus PST as required. In the UK, add VAT if registered and include your VAT number. Always show the tax rate and amount.
How do I handle class packs, make-ups, and cancellations?
List the pack size and price. Track used classes as notes or credits. Show any make-up credits as a line item. State your cancel window and no-show fee. For term programs, include start and end dates. Clear rules reduce disputes.
Template or generator, which should I use?
Use a template for one-off lessons or a small group. It’s quick. Choose a generator if you run rosters, packs, or exams. The tool saves students and items, applies discounts, schedules invoices, and sends payment links with reminders.
What extra details help families and staff?
Add class name, location, instructor, and level. For martial arts, include belt test date and fee. For art, add materials or kiln charges. For sports, list field or gym rental and season dates. Include waiver notes if required.
Can I set payment plans or sibling discounts?
Yes. Split totals across dates and show each installment as its own line. Add a sibling discount line or coupon code. Keep a running balance. Mark invoices paid and attach receipts for family records.
