Fees, invoices, payments and balances

Choose a task to read the steps, requirements and troubleshooting advice.

• Create and maintain fee structures
• Find invoices and understand their status
• Create a student invoice
• Edit, print or save an invoice as PDF
• Record delivered inventory on an invoice
• Record a payment received
• Review a student or parent payment proof
• Track payment receipts and review history
• Apply available student credit to an invoice
• Read and export a student statement
• Record a refund or correct an incorrect payment
• Release an invoice settlement as student credit
• Refund available student credit
• Void an invoice
• Record returned goods separately from a refund
• Set up a recurring invoice
• Monitor, change or stop recurring billing
• Use finance dashboards and reports
• Configure invoice numbering and defaults