How to create and send an invoice

What it's for

An invoice is the bill you send a family for what they owe. Many invoices are generated automatically from enrollments and package purchases, but you can also create one manually â for a one-off charge, for example.

Where to find it

From the left sidebar, open Finance â Invoices.

Step-by-step

1. Go to Finance â Invoices.
2. Start a new invoice (for example, Create Invoice).
3. Choose the student/family the invoice is for.
4. Add line items â the programs, fees or other charges, with amounts. Tax is applied per your finance settings.
5. Review the totals.
6. Send the invoice â email it to the family, or generate a payment link you can share.

The invoice appears in your Invoices list with a status (for example, Pending).

Tips & limits

• Most invoices are created automatically from enrollments and package purchases â you mainly create manual invoices for extras.
• A payment link lets families pay online without you recording it manually.
• Tax, payment terms and the invoice's look are controlled in Settings â Finance Settings â see the settings articles in this section.

Related articles

• How to manage invoices
• How to record a payment
• How to customize invoice templates and receipts