AdminsTuition

Record a payment on an invoice

A 60-second screen recording of a real school doing exactly this — and the same 6 steps written out below, in the labels you'll see on screen.

How to record a payment on an invoice

1Click Billing under Administration in the sidebar and open the invoice
2Click Record payment — the dialog is titled "Record a payment"
3Enter the Amount ($) (the remaining balance is shown), the Method, Paid by (family, or an ESA/scholarship by name), an optional Reference, and Received on
4Click Record payment — the invoice status updates automatically
5For an overdue invoice, click Send reminder then Send reminder to email the billing contact (reminders also go out automatically each week, up to three)
6Made in error with no payments yet? Click Void, then Void invoice

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.