How to create and send an invoice

What it's for

An invoice bills a family for fees — registration, deposits, a program, or anything else. You can bill one child or many at once, and Skooly can email the invoice to parents for you.

Where to find it

Finance → Invoices tab → Create Invoice.

Step-by-step

The Create Invoice wizard has three steps.

1. Open Finance, go to the Invoices tab and click Create Invoice.
2. Select Children — search or filter by classroom, then tick each child you want

to bill. Use Select all to bill a whole classroom at once. Click Next.

1. Configure the invoice:
   • Add line items — use a quick-add (Deposit, Registration Fee, Late Fee) or add

a custom item.

• Optionally apply discounts or subsidies by clicking the ones that apply.
• Set the Due Date (required) and add any notes.
• Tax is added automatically from your center's tax settings.

1. Click Next to reach Review. Check the per-child total and the breakdown.
2. Choose how to finish:
   • Create & Send — creates the invoice and emails it to the parent.
   • Pay at Reception — for a family paying in person.
   • Save as Draft — creates the invoice without notifying parents.

Tips & limits

• Billing many children creates a separate invoice for each — same line items, one

invoice per child.

• Every invoice gets its own number (for example, INV-1005-00) and starts as

Pending until a payment is recorded.

• To view, print, email, or download an invoice later, open it from the Invoices

list.

Related articles

• How to record a payment
• How to set up programs, fees and discounts
• How to issue a credit or refund