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Send an ESA invoice and record the payment

A 60-second screen recording of a real school doing exactly this — and the same 8 steps written out below, in the labels you'll see on screen.

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How to send an ESA invoice and record the payment

  1. 1Click Billing under Administration in the sidebar
  2. 2Open the invoice from the Invoice column
  3. 3Read the "Expected from third parties" panel — funder and amount per child
  4. 4Click "ESA invoice (PDF)" for the per-student slice the family uploads to their ESA platform
  5. 5When the money lands, click Record payment
  6. 6Set the Amount ($) and the Method
  7. 7Under Paid by choose "ESA program" and enter the Payer name
  8. 8Click Record payment — the payment is credited "from <funder>"

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 13 videos in this group About this feature

Next in this group

Reconcile ESA settlements from a CSVAdmins
Produce the ESA and scholarship verification packAdmins
Set your financial aid budget for the yearAdmins
Open financial aid applications to familiesAdmins

Do it yourself in the live demo

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

Try the live demoSubscribe on YouTube