How to manage invoices

What it's for

The Invoices list is where you track everything you've billed — what's paid, pending or overdue — and where you edit, resend or take payment on an invoice.

Where to find it

From the left sidebar, open Finance → Invoices.

Finding invoices

1. Go to Finance → Invoices.
2. Filter by status — Paid, Pending, Overdue, Partial and others.
3. Search or filter by student to find a specific invoice.
4. Click an invoice to open its detail view.

Actions on an invoice

From an invoice you can:

• Send / resend it to the family, or share a payment link.
• Record a payment against it (see *How to record a payment*).
• Edit the invoice or its line items.
• Backdate an invoice where needed.

Bulk actions

• Use bulk invoicing to create or act on many invoices at once — useful for a whole class or term.

Tips & limits

• Overdue invoices are past their due date — follow up or send a reminder.
• Partial means some but not all has been paid; the balance remains due.
• Editing an already-sent invoice may change what the family owes — review before saving.

Related articles

• How to create and send an invoice
• How to record a payment
• How to issue a refund or credit