Invoice Search

To view all of your invoices navigate to the Invoice section from the navigation bar. From here you can view all sent invoices, their status, and other important invoice data 

1. Search
   • Start entering in any data found on the invoice(s) you're looking for to automatically filter the search results
2. Filters
   • Payment Type
     • The payment method type used to pay an invoice
       • Cash
       • Check
       • Account Credit
       • Other
       • Credit Card
       • ACH
   • Item Description
     • View invoices that include specific item descriptions
       • Tuition
       • Deposit
       • Fees
       • Voucher
       • Custom Item Descriptions
         • This list will include any custom items you add when creating an invoice
   • ​​​Amount
     • Total Invoice amount
   • Autopay
     • On
     • Limit
     • Off
   •  Source
     • Payer
       • Payment was User Initiated
     • Recurring
       • Invoice is a Recurring Invoice 
     • Manual
       • Invoice is a single Invoice 
     • Scheduled
       • Invoice was scheduled then sent 
   • Status
     • Paid
       • Invoice balance has been paid in full
     • Partially Paid
       • A portion of the invoice balance has been paid
     • Pending
       • A payment via credit card or ACH has been initiated, but funds have not yet been disbursed
     • Unpaid
       • There is no payment towards this invoice balance 
     • Declined
       • A credit card or ACH payment was attempted but failed. Contact the Payer directly
     • Canceled
       • This invoice has been voided, no payment is expected
     • Pending Refund
       • A credit card or ACH refund has been initiated, but has not yet settled
     • Partial Refund
       • A portion of a payment has been refunded
     • Refunded
       • The balance of this invoice has been refunded in full
   • Settlement Date
     • The date the invoice was marked Paid
       • By Day
       • Current Week
       • Last Week
       • Current Month
       • Last Month
       • Last 30 Days
       • This Quarter
       • Last Quarter
       • Last 90 Days
       • This Year
       • Last Year
       • Custom
         • Select Date Range
   • Send Date
     • The date the invoice was sent to the Payer
       • By Day​
       • Last Year
       • This Year
       • Last 90 Days
       • Last Quarter
       • This Quarter
       • Last 30 Days
       • Last Month
       • Current Month
       • Last Week
       • Current Week
       • Custom
         • Select Date Range
   • Due Date
     • Date the Invoice is due toe be paid by the payer
       • By Day​
       • Last Year
       • This Year
       • Last 90 Days
       • Last Quarter
       • This Quarter
       • Last 30 Days
       • Last Month
       • Current Month
       • Last Week
       • Current Week
       • Custom
         • Select Date Range
   • Billing Period
     • Invoices that include the billing period in the date range selected
3. Columns
   • Add or remove columns viewed in the Invoice Search page
     • Billing Period
     • Children
     • Payment Type
     • Item Description 
     • Settlement Date
     • Autopay
     • Source
     • Recurring
     • Status
     • Due Date
     • Invoice #
4. Export
   • Export data to an Excel or CSV File
   • Only the data currently being populated based on the selected filters and columns will be exported

Unpaid Invoices

In this section you can find all invoices that are scheduled to be sent in the future as well as saved drafts of  invoices that have not been yet been sent

1. Search
   • Start entering in any data found on the invoice(s) you're looking for to automatically filter the search results
2. Filters​
   • Item Description
     • View invoices that include specific item descriptions
       • Tuition
       • Deposit
       • Fees
       • Voucher
       • Custom Item Descriptions
         • This list will include any custom items you add when creating an invoice
   • ​Amount
     • Total Invoice amount
   • Due Date
     • Date the Invoice is due toe be paid by the payer
       • By Day​
       • Last Year
       • This Year
       • Last 90 Days
       • Last Quarter
       • This Quarter
       • Last 30 Days
       • Last Month
       • Current Month
       • Last Week
       • Current Week
       • Custom
         • Select Date Range
   • Created Date
     • The date the invoice was originally created 
       • By Day​
       • Last Year
       • This Year
       • Last 90 Days
       • Last Quarter
       • This Quarter
       • Last 30 Days
       • Last Month
       • Current Month
       • Last Week
       • Current Week
       • Custom
         • Select Date Range
3. Export
   • Export data to an Excel or CSV File
   • Only the data currently being populated based on the selected filters and columns will be exported

Edit Unsent Invoices 

All invoices in the Unsent Invoices section can be updated. Click on the specific invoice you would like to view

1. Scheduled Icon
   • This indicates that this invoice has been scheduled to be sent on a future date
2. Clone
   • Clicking this will allow you to create a new invoice with all of the same data automatically populated
     • Upon clicking the Clone you will be directed to a new Invoice Create page with all of the details of the original invoice auto-filled except for Due Date and Billing Period
     • All fields on this page can be edited
3. Delete
   • Click this if you no longer wish to send this invoice
   • This action cannot be undone
4. Make Recurring

   Note: You can view all Recurring Invoices in the Recurring Invoice section,learn more here

   • Clicking this will allow you to create a new recurring invoice with all of the same data automatically populated
     • Upon clicking the Make Recurring button you will be directed to the Make Recurring Invoice Page, with all of the details of the original invoice auto-filled except for Due Date and Billing Period
     • To create a new recurring invoice you will have to enter in the First Due Date and Billing Frequency 
5. Change Send Date
   • You can update the date the invoice will be scheduled to sent by clicking the Send button at the bottom of the screen
   • Select a future date or today's date to send the invoice now
6. Once you are finished updating the invoice click Save button