Create and track invoices
The Billing page is where you invoice families and follow the money in. It is organized into tabs: Invoices, Payments, Overdue, Pricing, and Online payments.
Create an invoice
- On Billing, click New invoice.
- Choose the student, then set the issue date and due date.
- Add one or more lines, each with a description, a quantity, and a unit price.
- Save as a draft, or send it to the family.
Invoice statuses
An invoice moves through these statuses:
- Draft — not sent yet.
- Sent — issued to the family.
- Partial — partially paid.
- Paid — fully settled.
- Overdue — past its due date and still unpaid.
- Void — cancelled.
Record a payment
Open an invoice and record a payment. Choose the method:
- Online (Stripe)
- Cash
- Card (terminal)
- Bank transfer
- Check
The balance and status update automatically as payments come in.
Follow the money
The top of the page shows key figures at a glance:
- Outstanding — total still owed.
- Overdue — amount past due.
- Collected this month — what you have cashed in.
- Drafts — invoices not yet sent.