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AdminsBilling

Export invoices and payments for your bookkeeper

A 60-second screen recording of Pearspark doing exactly this in a sample school, 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

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

Part of Tuition & billing

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.

Next in this group

Do it in your own school

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