For staffFinancials
Invoices
Issue and track invoices, installments and credit notes.
The Invoices section is where you bill students and track what is owed. It works together with Fees and Payments.
Invoice statuses
| Status | Meaning |
|---|---|
| Pending | Issued, not yet due |
| Due | Payment now expected |
| Overdue | Past the due date |
| Partially paid | Some amount paid |
| Paid | Settled in full |
| Voided | Cancelled |
Installments and credit notes
- Installments: split an invoice into scheduled parts, each with its own due date.
- Credit notes: issue credit to a student, which becomes available balance they can apply to invoices.
Working with invoices
- Create invoices from fees, individually or in bulk.
- Track status across all students to spot overdue balances.
- Record payments against invoices.
Automatic invoicing
Depending on your setup, invoices can be generated automatically from fees. Automatic invoice activity is logged so you can audit it.
What students see
Students view their invoices and pay online under Billing and payments.
Related
- Payments
- Fees
- Guide: Collect a payment