Family invoices combine the invoices of all members within a family.

You can look at All Active Families or All Inactive Families by selecting/deselecting the check boxes. If you would like to look at ALL leave box boxes checked. Uncheck both boxes to see Families who are not Linked.

See a short video on how it works!

View Open & Paid Invoices Pay Multiple Invoices Partial Pay Invoice Correct Family

Under the Billing menu, select View/Pay Family Invoices It will display the contact information for the family, available deposit balance and open invoice balance.

View Open and Paid Invoices

Click the plus sign on the family name and there will be two tabs: Open Invoice and Paid Invoice

Open invoice includes any invoices with an unpaid balance.

You may click on a Student’s name to go back to their Student Account on the Student Page.

In the 2nd tab, Paid invoices only show invoices that are paid in full. Partially paid invoices are still in the Open Invoices tab.

Pay Multiple Invoices in Full

  • Select the OPEN INVOICE Tab
  • Select invoices to be paid by clicking the corresponding checkbox
    The pay amount (sum of the balances of checked invoices) will be totalled under the Balance Column.

Select payment type tab and enter information.

  • Payment date will default today’s date but can be overridden to a date in the past or future
  • Note – is an optional field and allows you to enter a message. The NOTE will be shown on the Statements.
  • Click PAY button
  • You are given an option to View the payments applied after the amount is processed. You may also create a receipt to print or email.

New Feature View/Pay Family Invoices with Partial Payments

You can now set the amount to be applied to invoices in the billing-View/Pay Family Invoices screen.

To turn on this feature, go to Admin-Gateway tab.
Click Edit on the Gateway line.
There is a checkbox on the bottom left side saying Show Admin Partial Payment Text
Check it if you want this feature. Then click Update.

To use, if you are receiving a payment other than the total Pay of the invoices checked, you can enter this amount in the Pay Other Amount box.
Select how you want the partial payment determined. (It defaults to pay the older due date invoices first of the invoices selected.)
Enter the payment information and click pay.

  • If the amount entered is less than the total balance of the invoices selected, you will see the following message.
  • If you enter an amount greater than the balance of the invoices, it will ask if you want the overage to create a deposit.
    If you answer no to making a deposit, the system will bring you back to the invoice list. No payment has been made.
  • You are given an option to View the payments applied after the amount is processed. You may also create a receipt to print or email.

How to Partial Pay an individual invoice

If you wish to designate how the payment is applied to an individual invoice, usually if more than 1 income category is charged.
Select Partial Pay on the right side of the invoice you wish to designate payment to. – You will be brought to a screen for a single invoice. It will not apply payment to any other invoice. Then follow How to Partial Pay an individual invoice.

Need more help with this?
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