Set an invoice's dates and options

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

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Everything beside the line items on New Invoice lives in a few cards.

Before you start

• Finish Send a one-off invoice first.

Steps

1. Under Dates, tap Due on and pick the date the invoice must be paid by.

   Screenshot coming soon01 · /billing-dashboard

   Dates, Bill To and Options on New Invoice

2. Tap Service period ("Add service period"), tap the first and last day the invoice covers, and save. Tap the x to clear it.
3. Under Bill To, keep Any billing parent or pick one parent. "Only the selected parent will see and pay this invoice."
4. Tap Options to set:
   • Send on: the date the invoice goes out.
   • Late fee: turn Charge a late fee on, set the Amount and After [n] days past due.
   • Reminders: turn Send reminders on and set Every [n] days unpaid.
5. Under Internal memo, add a note. It is staff only, hidden from the family.
6. Tap Save.

Tips

• The summary shows "Sends on [date]" so you can check timing before saving.
• Bill To is only offered on new invoices for children with more than one billing parent and no Split Tuition.
• A service period matters if your school counts tuition revenue by service period.