AdminsBilling

Create a one-time invoice

A screen recording of Pearspark doing exactly this in a sample school, and the same 7 steps written out below in the labels you'll see on screen.

How to create a one-time invoice

1Click Billing under Administration in the sidebar. It opens on the tab you used last, so click the Invoices tab
2Click "New invoice"
3In the "New one-time invoice" dialog, search for the Student and click the match
4Read the "Billed to" box at the bottom. It names the guardian marked for billing, and says they are emailed and notified as soon as you click Create. A split-tuition student's one-time invoice goes to that one person in full
5Fill in "What is this for?" (families read this line on the invoice), the Amount ($) and the Due date. Add a Memo if the family should see a note
6Click "Create invoice". It lands at the top of the invoice list: For reads One-time, and the status is Open
7The invoice is in the family's portal at once, and a contact with an email on file is emailed and notified right away

Put each family on a plan, run billing once a month, and let Stripe and automatic reminders do the collecting — families pay right in the portal.

Everything in this video is in every plan. Your first 30 days are free, with no setup fee and no sales call.