Create an Invoice
Build the invoice
Open Invoices and select New Invoice. You can also start from a member’s Invoices tab or the New Invoice link on the Shop page.
Search for and select a member, or leave the member blank for a walk-in sale.
Add items. Search for a product or variant, or enter a custom item name and price.
Enter the quantity and unit price for each line. Expand an item description if you want to add more detail.
Review the tax percentage on each line. You can update it when needed.
Add a member discount or select + Add discount to enter a flat or percentage discount.
Set the due date. When creating a new invoice, you can optionally enter an earlier invoice date.
Check the receipt email. Add notes if your team needs them.
Review the subtotal, discounts, tax, and total, then select Finish to save the invoice.
Kanri saves a new invoice as a draft. When it is ready, use Open Invoice to make it available for payment; opening does not collect money and may email the invoice link if the school’s invoice-email setting is enabled. To collect payment yourself, use the invoice’s Charge action.
For products with sizes, colors, or other options, select the product, choose each option from the dropdowns, then select Add Item. The choices reflect combinations your school actually sells. For example, if Red uniforms are only sold in sizes 4 to 7, those are the sizes offered after choosing Red.
You can still search directly for a variant name or SKU. Products without structured options keep their existing selection flow.

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