Skip to main content

Billing & Invoicing

Billing & invoicing list: review invoice statuses and void/print when needed.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/billing

Dependencies​

  • Invoices created via Generate.
  • Void carefully - prefer reversals policy for payments.

Screenshot​

Billing & Invoicing desktop

Billing & Invoicing mobile

Steps​

  1. Open Billing & Invoicing at /finance/billing as FINANCE.
  2. Filter/search invoices. Check statuses Pending / Partial / Paid / Void.
  3. Print invoice for guardians. Void only with authorization.
  4. Send families to Record payment / Receipts for collections.
  5. Use Outstanding/Defaulters reports for chase lists.

Fields and actions​

  • Print invoice / Void
  • Statuses: Pending, Partial, Paid, Void

Common mistakes​

  • Voiding paid invoices instead of payment reversal
  • Printing void invoices for guardians