Click the Invoice Resource that you added within the group quick links list. You will see the following page.

Note: The Autopay option has to be set to Enable in the Configuration section of the Settings page in order to have these additional options of Schedule Report, ManageAutopay, and AutopayStatus.

If you configure either Vanco or Diamond Mind in the Payment Configuration section of the Settings page along with the Autopay option set to Enable in the Configuration section, you will be able to access additional options such as Schedule Report in Reports tab and ManageAutopay and AutopayStatus in More tab.

How to Add Invoice   

Teachers will be able to add invoices for classes that they teach or support. The SchoolSpeak administrator will provide teachers with the correct permissions.

You can add invoices using the Add functionality.

Adding Single Invoice

  1. Click Add/Edit Invoice Item on the Invoice page.
    Lets see how you can add an invoice for the recurring tuition fee from August - May
  2. Enter/select the invoice details:
    • Group – group the  member is part of 
    • Member Type – student, parent or any other member category
    • Member – name of the member
    • First payment due date – due date  
    • Item Name/Description – name of the item to pay for and description of the item
    • Category – invoice category
    • Amount – amount to be paid
  3. Click the Recurrence link to specify Recurrence details if this is a recurring type invoice
  4. Click Add to add the invoice item.

Adding the Same Invoice to Multiple Members

You can add the same invoice to multiple members using the Upload functionality. You need to have all the names of members for whom you create the invoices in the MS Excel file or any CSV file that you put in your data. All other columns of the file will be the same for every member in the file except the columns of ID, Last Name, and First Name.

Please refer Uploading Invoices for detail.

Adding the Same Invoice to a Group

Follow the steps detailed for Adding Single Invoice except for selecting the Group from the Group drop-down instead of Member.

Editing Invoices

You can edit the invoices using the Edit functionality.

  1. Click Add/Edit Invoice Item on the Invoice page. Now you see the list of invoices on the page.
  2. Click the Edit link. Now the Invoice is displayed in edit mode.  
      
  3. Modify the details and click Update.
    Click the Delete link if you want to delete a record.

Filtering Records

You can also filter the records based on the specified criteria such as, From/To Dates, Member, and Category (Invoice).

  1. On the Add/Edit Invoice Item page, scroll down to locate the Filters section.
  2. Specify the filter criteria and click Go.
    Click to Edit/Delete to edit/delete the invoice