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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.
Watch on YouTube
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
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.
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Do it in your own school
Everything in this video is in every plan. Your first 30 days are free — no setup fee, no sales call.