Start from a reviewed invoice
Use an eligible student invoice as the template, keeping the itemised charges behind the recurring schedule.
Explore student invoicingRecurring
invoices
Set the rhythm. Keep the next charge in sight.
Give regular school charges a reliable rhythm. Set the invoice template and billing dates once, then keep the upcoming schedule and generated invoices in view.
A repeatable routine for regular charges
The right invoice.
At the right interval.
Choose the billing rhythm
Set a daily, weekly or monthly interval, a first recurrence date and an optional end date or occurrence limit.
See what is coming next
Follow next-run dates, the last run and generated counts, with a focused list of schedules needing attention.
Put the dates in order
Plan the schedule.
Preview the next steps.
Review the recurrence settings alongside the planned dates before relying on the schedule for regular billing. Choose a weekday, a day of the month or month-end where the frequency supports it.
- Set the first recurring invoice date after the template invoice date.
- Use the interval and optional limits to define the billing period.
- Return to the schedule to review future dates or stop further generation.
Choose a rhythm that fits the charge
A day. A week. A month.
Use the supported interval to reflect the charge you are scheduling, with clear dates for your team to review.
Daily intervals
Schedule the next invoice after the chosen number of days.
Every chosen number of daysWeekly intervals
Choose the weekly interval and the weekday for the recurring charge.
A selected day of the weekMonthly intervals
Choose the interval in months and a billing day, including an end-of-month option.
A billing date to plan aroundFor your team
Less repeated preparation.
A clearer billing routine.
Finance teams
Keep regular charges moving.
Maintain invoice templates, review upcoming runs and investigate schedules that need attention.
School & branch administrators
Know what is scheduled.
Review or manage recurring billing within the campus and finance permissions assigned to your role.
Students & families
Follow each invoice clearly.
See the individual invoices and current amounts through the billing access provided by the school.
Planning repeat billing
What repeats, and what stays under your control?
Understand the template, supported intervals and what happens when a billing schedule reaches its end.
How does a recurring invoice begin?
An authorised member of staff chooses an eligible student invoice as the template and sets its recurrence. The first recurring date follows the template issue date, so the original invoice is not billed again as the first recurrence.
Can we set a fixed number of invoices?
Yes. Add a maximum number of generated occurrences, an end date, or both. Daily, weekly and monthly intervals are supported, including monthly billing on the last day of the month.
What happens if we stop the schedule?
Stopping the recurrence prevents new invoices from being generated from that schedule. Invoices already generated keep their own records and balances.
Does a recurring invoice collect payment automatically?
The schedule generates invoices. Payments are recorded or reviewed through the finance payment workflow, keeping the amount billed and the amount received connected to their own records.
Keep exploring
One school. More connected possibilities.
Recurring invoices
Give regular billing a rhythm your team can follow.
Connect a reviewed invoice template with clear dates and practical schedule oversight.