AdminsTuition

Run this month's billing

A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.

How to run this month's billing

1Click Billing under Administration in the sidebar, then the Invoices tab
2Check the amber warning for students on a plan with no guardian to bill — click the name and add a guardian on their student page first
3Click "Run billing now"
4Read the preview before you commit: how many invoices it raises, for how many families, the total, and a line for each billing period. Families already invoiced for a period are skipped. Tick "Also catch up missed periods" only if the daily automatic run failed
5Click "Generate N invoices" (the button names the count) — every family listed is emailed and notified as soon as you click, and families on automatic payments are charged. It is safe to re-run; undoing it is one invoice at a time
6For a one-time charge instead, click New invoice, search for and pick the student, and read the line that says who is billed and that they are emailed the moment you click Create
7Type what the invoice is for, the amount and a due date, then click Create invoice
8Watch the Billed this month / Collected this month / Outstanding / Overdue tiles update

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.