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Create a New Invoice

To create a new invoice in the web app, choose Billing from the menu in the header and select the Invoices tab, then click Create New Invoice.

Or you can edit an existing invoice by choosing Edit from the Actions menu located in the right-most column of the invoice in question. 

When you create a new invoice you have the option to create a new item or choose from an existing item and category. 

To start, go to Billing>>Invoice>>New Invoice. Once there, you can add your due date and dates of service then select Add Item.

This will then give you the option to choose from an existing item or create a new one to add to your list. 

In this instance, we are going to choose an existing item from the list by selecting the category first and then choosing a pre-created item from the drop down menu. Once you select your existing item, the total you set for this item will be populated to the right. You can edit this amount for all items and it will use the new amount for that invoice or plan. As you can see, you have the option to create a new item from this screen as well.

If you don’t see any existing Items, you can create a new Item by simply typing in to the Item box as seen above!

Once you select your existing item, the total you set for this item will be populated the the right. 

Once this is complete, you will be ready to add a discount or subsidy!

Add a Discount

You can add discounts to new and existing invoices.  Here's how:

From the Invoice screen, click Options, this will add a new field where you can enter an amount or percentage you would like to discount from this particular line item and a reason.

Select Students to Apply the Invoice To

Once the invoice is created, you will select "Next" and be taken to a screen where you can apply the invoice to as many students as you like. You can select by room, by individual student, or even select all.

If you are planning to pay off the invoices via cash or check, please see this article. If you are planning on having the parents pay the invoice via credit card or ACH, you may select "Next" and then select "Send Invoice"

For details on how to process a refund please see this article!
Additional questions about invoice management? See our

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