How to Invoice a Student (Onespot Payments)

This guide explains how to invoice a specific student using Onespot Payments. Invoicing is tied to a child’s assigned payment profile, ensuring charges go to the correct parent or payer.

🧑‍💼 Step-by-Step Guide

Step 1: Open Billing in Admin Superpowers

Click the ⚡ Lightning Bolt icon.
Go to Onespot Payments.
Select Billing.

This is where you manage:

Children’s billing accounts
Payment profiles and methods
Subscriptions
Open invoices and payment history

Step 2: Confirm the Child Has a Payment Profile

On the Billing page, review the child’s account:

If no payment profile is assigned, you must assign one before billing.
Make sure the parent linked to the payment profile has already added a payment method.
Parents can also assign themselves to their child’s payment profile from their end.

💡Assigning a payment profile first helps ensure invoices are billed correctly to the right parent or payer.

Once this is confirmed, you can proceed to the next step.

Step 3: Click Bill Someone

Click the Bill Someone button in the top-right corner.
Select the specific child you want to invoice.
Click Continue.

Step 4: Add Items to the Invoice

Click Add Item.
Choose what you are billing for (e.g., Monthly Tuition).

You can choose how the charge is handled:

Charge Automatically (if a payment method is on file), or
Send Invoice (for manual payment).

Add a Discount (Optional)

After selecting your billing item and collection method:

Click + Add Discount.
Select an existing discount (for example, Sibling Discount)

or click + Create New Discount to create one.
The discount will automatically apply and update the total.

Step 5: Configure Invoice & Subscription Settings

Depending on the item type, you can configure:

Payment Timing

Set the number of days after the invoice is sent that payment is due

Discounts (Optional)

Create or apply discounts if needed

Subscription Settings (if applicable)

Start date

Choose whether billing starts immediately or on a specific date
End date (optional)

Leave ongoing, or set a specific end date

Important note:

Billing begins on the selected start date and continues on the same day each period.

If that day does not exist in a future month (for example, the 31st in February), billing will occur on the last day of that month.

Step 6: Review and Send

Review the Invoice Summary carefully.
Click Bill to finalize.

The invoice or subscription will now be created and sent according to your settings.

What Happens Next

The parent receives the invoice or charge based on the billing method selected
Payments are tracked in Onespot
You can view invoice status and payment history in Billing