Billing & Payments

Charge families and collect money — creating and sending invoices, recording payments, issuing refunds, and the finance settings (tax, terms, templates, recurring billing and installments) that drive it all.

Articles in this section

1. Understanding billing and payments — How invoices, payments and finance settings fit together.
2. How to create and send an invoice — Bill a family manually and send it.
3. How to manage invoices — Track paid, pending and overdue; edit, resend, take payment.
4. How to record a payment — Cash, card, bank transfer, PayNow.
5. How to issue a refund or credit — Return money or credit a family's account.
6. How to set up tax and payment terms — The rules applied to every invoice.
7. How to customize invoice templates and receipts — How your invoices look.
8. How to set up recurring billing and installments — Let families pay over time.
9. How to set up family and sibling discounts — Auto-discount when multiple family members enroll.
10. How to set up deposit policy — Deposit refund rules shown to families.
11. How to run payroll — Configure staff pay, preview a period, and process a pay run.

Suggested next steps (covered in other sections)

• Creating packages that families pay for *(Catalog & Pricing)*
• How postpaid booking generates invoices *(Booking & Enrollment)*