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How to generate a custom invoice through Village

Use Vera to create custom invoices for sessions outside the standard billing flow.

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Written by Brandon Terry

TL;DR: Vera can generate custom invoices for sessions outside the standard billing flow β€” share a template, specify the sessions, and Vera creates a DOCX or PDF.

Overview

Sometimes you need an invoice that does not fit the standard Village billing flow β€” for example, bundling specific sessions or using a custom format. Vera, Village's AI practice assistant, can generate custom invoices for you.

How to generate a custom invoice

  1. Share your invoice template with Vera (if you have a preferred format).

  2. Tell Vera which sessions you want to include on the invoice.

  3. Vera generates the invoice and provides it as a DOCX or PDF.

  4. If you chose DOCX, you can edit it before sending to the client.

  5. Once the client pays, mark the invoice as paid offline in Village.

Frequently asked questions

Can I use my own invoice template?
Yes. Share your template with Vera and Vera will use that format.

What file formats are available?
Vera can generate invoices as DOCX (editable) or PDF.

How do I mark the invoice as paid?
Once the client pays, mark the invoice as "paid offline" in Village to update your records.

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