Step-by-Step Tutorial

Step 1.1: From the main dashboard, click on the "Churches" card (it has a church icon).

Step 1.2: On the Churches page, click the green "Add New Church" button at the top.

Step 1.3: Fill in the church information:

• Church name (required)
• Primary contact name (required)
• Title (like "Pastor" or "Office Manager")
• Primary email address
• Optional: Second contact name, title, and email
• Phone number
• Street address, city, state, ZIP code

Step 1.4: Click the "Save Church" button (green with a checkmark).

Step 1.5: You'll see a success message. Repeat for each church you work with.

Step 2.1: Go back to the main dashboard and click the "Clients" card.

Step 2.2: Click the "Add New Client" button.

Step 2.3: Enter only the client code provided by the supporting church (this is usually a short code like "BB" or "NP").

Step 2.4: From the dropdown, select the church that provided this client code.

Step 2.5: Click "Save".

Step 2.6: Repeat for each client code given to you by churches.

Step 3.1: Click the "Sessions" card on the main dashboard.

Step 3.2: Click "Add Session".

Step 3.3: Select the client from the dropdown (start typing their code).

Step 3.4: Enter the session date. Type just MMDD (like "0430" for April 30 of the current year) or use the full YYYY-MM-DD format.

Step 3.5: Enter the amount to invoice for this session (just the number, like 150).

Step 3.6: Click "Save Session".

Step 3.7: Repeat for each session. Sessions are grouped by month for billing.

Step 4.1: Click the "Invoices" card on the main dashboard.

Step 4.2: Select the church you want to bill from the dropdown at the top.

Step 4.3: Choose the billing month (usually the previous month).

Step 4.4: Review the sessions listed - they should show clients and amounts for that month.

Step 4.5: Click the "Export PDF" button (it has a download icon).

Step 4.6: Your browser will download the PDF invoice automatically.

Step 4.7: Open the PDF to check it looks correct, then email it to the church.