How to Create an Invoice

This article walks you through creating an invoice for a student, including how to set line items and understand when the invoice becomes visible to parents.

Steps

1. In the left navigation, click Financials, then click Invoices.
2. 
3. Click Add Invoice.
4. 
5. Search for and select the student the invoice is for, then select the payer (for example, a parent or guardian). If there are no payers, please Add a Payer.
6. Set the Issue Date and Due Date:

• Issue Date — the date the payer will be notified of the invoice.
• Due Date — the date the invoice payment is due.
• These can be the same date, or different dates.
• 

1. Add your line items:- Choose a description from the list, or write your own.

• Enter the amount to charge for each line item.
• Click Add Line Item to add more, if you want to break out separate charges (for example, lunch fees, field trips, or extra care).

1. Click Create Invoice. When Parents See the Invoice

Parents won't see the invoice in their parent portal until the issue date arrives. For example, if you set the issue date three days in the future, the invoice stays hidden from the payer until that date.

On the issue date, the payer will automatically receive an email notification letting them know the invoice is ready, along with a prompt to log in and view it.