Create & manage invoices
Find, send and edit invoices, balances and due dates.
Videos
17 videos
Admin · 13 sec
Read your billing dashboard
Find outstanding, overdue and collected totals and the invoice list.
Hover to preview · Click for steps & FAQsAdmin · 17 sec
Find an invoice by family, number or payment reference
Search invoices using information a family gives you.
Hover to preview · Click for steps & FAQsAdmin · 27 sec
Filter invoices by status and due date
Narrow the list while keeping search filters.
Hover to preview · Click for steps & FAQsAdmin · 18 sec
See all invoices for one family
Group invoices by family and open the appropriate bill.
Hover to preview · Click for steps & FAQsAdmin · 13 sec
Export the current invoice list
Download invoices matching the visible filters.
Hover to preview · Click for steps & FAQsAdmin · 38 sec
Create a family invoice with child-specific charges
Combine eligible children into family bills.
Hover to preview · Click for steps & FAQsAdmin · 25 sec
Set one due date for every selected child
Apply the same date to a batch of family invoice children.
Hover to preview · Click for steps & FAQsAdmin · 12 sec
Send a saved draft to the family
Issue a draft and request invoice notification.
Hover to preview · Click for steps & FAQsAdmin · 14 sec
View an invoice PDF
Open a PDF of the invoice for review or saving.
Hover to preview · Click for steps & FAQsAdmin · 24 sec
Read a partially paid invoice and its remaining balance
Compare total charges, recorded payments and the amount still owed.
Hover to preview · Click for steps & FAQsAdmin · 24 sec
Change due dates on selected invoices
Move existing invoice due dates without changing their amounts.
Hover to preview · Click for steps & FAQsAdmin · 12 sec
Cancel an unpaid invoice
Withdraw an issued bill that has no collected or processing payment.
Hover to preview · Click for steps & FAQsAdmin · 14 sec
Delete an unused invoice draft
Remove a draft that has never carried payments.
Hover to preview · Click for steps & FAQsAdmin · 12 sec
Archive a cancelled invoice
File a cancelled bill away from the active dashboard.
Hover to preview · Click for steps & FAQsAdmin · 21 sec
Search archived billing records
Find billing history that is no longer on the active list.
Hover to preview · Click for steps & FAQsAdmin · 15 sec
Restore an archived invoice
Bring a retained invoice out of the archive.
Hover to preview · Click for steps & FAQsAdmin · 17 sec
Understand tax information shown on an invoice
Distinguish a recorded invoice tax amount from automated tax setup.
Hover to preview · Click for steps & FAQsCan’t find the answer? Read the help centre or tell us what you need.