AdminsBilling

Export invoices and payments for your bookkeeper

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 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
6Click "Journal CSV" for debits and credits by day and account, ready to post
7Set up your account codes (Billing → Accounts) and all three files carry them

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.