For center administrators with access to this area.

Use a new invoice for a charge that is not already billed, such as a registration fee or a field trip.

Steps

1. Open Money > Invoices and choose New invoice. A New bill page opens.

2. In Family, type a family’s or a child’s name. Then pick the parent who pays.

3. Pick the child it is for, or No child to bill the whole family.

4. On the charge, pick its kind, such as Registration fee or Field trip. Type what it is for and its amount.

5. Use + Charge for another line, and + Discount to take money off.

6. The bill is due 30 days from today. To move it, choose Change beside the date.

7. Choose Save draft to keep it in Not sent yet. Nobody sees it and nobody is emailed.

8. Or choose Post to put it on the family’s account. With the Email box ticked, Post asks you to press once more, then emails them.

9. The new bill’s own page opens. Check it.

Check the result

Posting a bill doesn’t charge the family’s card. Taking a payment is a separate step.

Before adding a charge, check existing invoices and payments for the same child and period. A canceled registration may still have a billing record that needs review.

If the email can’t go, the bill still leaves drafts, and the page says “Posted, not emailed” and why. Don’t create the bill again. When using a monthly invoice run, review the preview and skipped invoices before generating anything.