Extra Invoice Features

Pay Feature

This new feature allows both admins and parents to pay for invoices with Open, Past Due, and Uncollectible statuses. Payments can be processed via the following pages:

• Parent Portal: Through the ‘Receipts’ page.
• School Portal: Through the ‘Invoices’ page.

Steps to pay an ‘Open’, ‘Past Due’ or ‘Uncollectible’ Invoice

1. Locate the invoice with ‘Open,’ ‘Past Due,’ or ‘Uncollectible’ status on the ‘Invoices’ page.
2. Click on the three dots (menu) next to the invoice.
3. Select the ‘Pay’ option from the menu.

After selecting the ‘Pay’ button:

1. A new tab will open, directing a user to the payment form.

   Enter the required payment details:

   • Card Number
   • Expiration Date
   • Security Code (CVV)
2. Submit the payment to complete the process.

After a successful payment:

• The invoice status will change from 'Open', 'Past Due', or 'Uncollectible' to 'Paid'.
• Once the invoice is marked as 'Paid', the refund feature becomes available for the invoice, allowing the admin to initiate a refund if needed.

Resend Feature

The Resend Feature allows admins to quickly send another copy of the invoice to the recipient.

To resend an invoice:

1. Navigate to the ‘Invoices’ page.
2. Click on the three dots (menu) next to the invoice you want to resend.
3. Select the 'Send invoice' button.

When an invoice is resent successfully, a confirmation message will appear.

Download Feature

With the Download feature, admins can easily download an invoice.

Invoices with all statuses are available for download, except for those with 'Draft' and 'Void' statuses.

To download an invoice:

1. Navigate to the ‘Invoices’ page.
2. Click on the three dots (menu) next to the invoice you want to download.
3. Select the 'Download' button.

Once the invoice is downloaded, you can open the PDF file to review the details.