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Find a child's invoices

  • Finance
  • Director
  • Admin
  • Needs: Billing
  • Phone
  • Desktop
  • Draft

Every child has a statement list with all of their invoices. Staff see two extra chips parents don't: Drafts and Written Off.

Steps​

  1. Open My School, tap the child, and tap Tuition.
  2. Tap Tuition Statements. The line shows "[n] Unpaid Invoices ([balance])" or "View Paid Invoices".
    Tuition Statements with the unpaid count and balance
  3. Pick a chip:
    • Unpaid: open invoices.
    • Drafts: invoices not sent yet.
    • Receipts: paid invoices, grouped by year. Tap a year to open it.
    • Written Off: invoices written off.
    A child's statements with the Unpaid, Drafts, Receipts and Written Off chips
  4. Tap an invoice to open it.

Tips​

  • On a computer, type a child's name or an invoice number in the search box on the Billing Dashboard or Legacy Billing header.
  • Last Invoice on the Tuition card opens the most recent invoice directly.
  • Each row shows the invoice number and "Will Send On", "Due" or "Settled On". Invoices billed to one parent show that parent's name.
  • The + button on this screen creates an invoice, prepayment or credit for this child.