How to Invoice Manually

Admins can now create invoices or subscriptions in Onespot and mark them as to be paid by cash/check. When selected, the system automatically applies a “cash/check discount” that offsets any service fees and clearly informs parents that they must pay the school directly by cash/check.

👣 Step-by-Step Guide

1. Click the ⚡ Lightning Bolt and go to Billing.
2. Select "Bill Someone."
3. Under App Members, search for the parent’s name and tap Continue.

4. Add an item:
   • You can select from an existing product or
   • Tap “Add custom item” to manually enter a name and price.

5. Select Send Invoice under Collection Method.
6. Select By Cash/Check under Invoice Payment Method.

7. Apply any discounts if needed.
8. Click Bill.

9. A banner notification will appear.

💵After Payment is Received

Once the parent pays by cash/check, the admin needs to mark it as paid in the system: