e. How to Edit Invoices for a Student

To edit the invoices for a student already enrolled into a payment plan, go to your Enrollments tab and click the Enrollment # in question. Next, click on the Invoices tab at the top of the Enrollment detail screen. The next screen will show you the schedule of invoices according to the payment plan of the student, and you are able to customize a number of things: Keep in mind these actions can be done in bulk with the checkboxes and bulk action button as well to edit, delete, etc. 

• Adding a new invoice
• Clicking on the 3 dots of any given invoice row to 
  • Delete it
  • Edit the Name, Line Item Detail (invoice text), Price, Issue Date, Due Date, Posted Date, or Discount names & amounts of that invoice
    

1

Adding a new invoice

When you click Add Invoice you will get prompted to fill out the following fields:

• Name: this is the name of your invoice, e.g. 'October partial invoice', 'Deposit', 'New Student Fee', etc.
• Line Item Detail [optional]: fill out this field if you want a particular bit of text displayed on the parent's invoice e.g. 'for after care services rendered 13th, 14th, 15th of September'
• Price: set the price of this invoice.
• Issue date: the date at which the invoice will be issued by the system.
• Due date: the date at which the invoice will be due for payment.
• Posted date: the date that you want to apply to the invoice for filters and bookkeeping purposes. E.g.: you bill a parent in October because you had forgotten to bill them in September - you can change the posted date to September 1st for instance. By default, the posted date is the same as the issue date if unchanged.
• Discount name and amount: apply a custom discount for this specific invoice by entering the discount name and $ amount.

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2

Clicking the 3 dots to:

• Delete one or several invoices by selecting Delete.
• Edit any of the fields (listed above in this article) by selecting Edit.