How to Bulk Select Accounts When Creating an Invoice

You can now quickly bill multiple people at once by bulk-selecting accounts when creating an invoice.

This is especially helpful if you want to:

• Bill an entire classroom
• Charge multiple families at the same time
• Include both child accounts and app members in one invoice

Where to Find This

1. Click the ⚡ Lightning Bolt (Admin Superpowers)
2. Click Billing - payments, invoices, subscriptions
3. Select Bill Someone

Step-by-Step Guide

Step 1: Choose who you want to bill

At the top, you’ll see two options:

• Child Accounts
• App Members

You can use either one — or both.

Step 2: Apply filters (optional but recommended)

Use filters to narrow down your list, such as:

• Classroom (e.g., Toddler, Primary)

This is especially helpful if you want to bill an entire classroom at once.

Step 3: Bulk select accounts

Once your list is filtered:

• Click Select All to choose everyone in that filtered view
• Or manually select individual accounts

You’ll see selected accounts highlighted in green with a checkmark.

Step 4: Mix Child Accounts and App Members (optional)

You can now:

• Select Child Accounts, then
• Switch to App Members and select additional recipients

All selected accounts will be included in the same invoice.

Step 5: Continue to create the invoice

Click Continue to move forward and finish setting up your invoice.

Important Notes

• Select All only applies to your current filtered view

  → If you filter by a classroom, it will only select those students

• You can combine different account types

  → Bill children and parents (app members) in one invoice

• Check for payment setup warnings

  → Some accounts may not have a payment method added yet

Common Questions

Can I bill an entire classroom at once?

Yes — just filter by classroom, then click Select All.

Can I include parents and children in one invoice?

Yes — you can select both Child Accounts and App Members before continuing.

What happens if someone doesn’t have a payment method?

They can still receive the invoice, but they’ll need to add a payment method to pay.

Scheduled Invoice Reminder

When you schedule an invoice, it is locked based on the setup at the time it was created.

What this means:

• If a user doesn’t have a payment method yet, the invoice will still be created and sent
• If they add a payment method later, the scheduled invoice won’t update automatically

Example:

If you offer an ACH discount, but the user didn’t have a bank account added when the invoice was scheduled, the discount won’t apply later — even if they add ACH afterward.

To apply any changes, you’ll need to create or schedule a new invoice.