When a client registers for a course that has a price listed, an invoice gets created automatically. The course is entered as a line item on the invoice, and a description for that line item is stored as whatever you have entered in the Course Invoice Description field under the General Payment Settings found under Payments > Payment Settings. By default this field will be empty, so no information about the course will appear on the invoice. On this page we will cover how to add the name of the course as well as the course set in the line item description.
When you register a client for a course session through Appointments > Add One Time Appointment, however, an invoice will not be created automatically. You can create an invoice for the course registration by either adding the appointment as a line item to an existing invoice or by using the Create Invoice button found under the Invoices tab on the appointment detail page.
In the example below I will be using the following email tags -
%REASON% populates the name of the course that has been booked
%SET_NAME% populates the course set that has been booked
%PROFESSIONAL_FULLNAME% populates the full name of the staff person that has been booked with
The Course Invoice Description field accepts the TimeTap email tags! You can learn more about those email tags here in our documentation.
Find the Course Invoice Description field and enter whatever description you would like there -
Once you've entered the course invoice description click on the green Save button on the upper right of the General Payment Settings screen.
The next course registration that an invoice gets created for will have the tags you added applied to it -
You'll also notice that whenever an appointment gets added to an invoice that the appointment ID gets listed before the appointment invoice description as a hyperlink back to the appointment detail page. This is non-editable and is there to help you both distinguish between line items on an invoice that are appointments and those that are not and to allow you to reference back to the specific appointment that that line item represents.