AdminsBilling

Export invoices and payments for your bookkeeper

A 60-second screen recording of a real school doing exactly this — and the same 5 steps written out below, in the labels you'll see on screen.

How to export invoices and payments for your bookkeeper

1Click Billing under Administration in the sidebar
2Click "Accounting export" beside the invoice filters — it opens on the last full month
3Adjust the From and To dates if needed
4Click "Invoices CSV" for income by category with discounts & waivers
5Click "Payments CSV" for every payment — the Stripe reference column ties online payments to Stripe's payout reports

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.

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.