Invoicing Guide: How to Create & Send Invoices

📄 Adding Products & Services
Create the tuition products and one-time items you'll bill for — the first step before sending any invoice.

📄 Getting Invoices Right the First Time: ACH Timing and Refund Limits
Worth a read before you send — ACH timing and refund limits are much easier to get right up front.

📄 How to Invoice a Student
The core walkthrough for billing a student — from confirming the payment profile to sending the invoice or subscription.

📄 How to Bulk Select Accounts When Creating an Invoice
Bill many people from one screen — filter by classroom or status, use Select All, and mix child accounts with app members.

📄 How to Bill Children Based on Their TC Form Responses
Filter who to bill by children's answers on a Transparent Classroom form — enrollment contracts, sign-ups, hot lunch, and more.

📄 How to Create an Awaiting Payer Invoice
Prepare an invoice for a child without a payer yet — it's sent automatically once a payment profile is assigned.

📄 How to Invoice an App Member and Split Payments Between Two Parents
Bill an app member directly, or split a charge between two parents.

📄 How to Invoice for Cash/Check Payment
Create an invoice to be paid by cash or check, with the cash/check discount applied automatically.

📄 How to Send Invoices to Parents Without Transparent Accounts
Invoice parents who don't have a Transparent Classroom account.

📄 How to Invoice Twins
The recommended way to set up billing for twins.

📄 How to Bill a Late Fee for a Child
Charge a late fee to a child's billing account when a payment is overdue.

📄 How to Set Up a Fixed-Term Subscription
Set up plans that run for a set number of months and stop automatically — like a 10-month tuition plan.

📄 How to Schedule an Invoice
Create an invoice now and set it to send on a future date.

📄 Scheduled Invoices for Bi-Annual or Period-Based Billing
Use scheduled invoices to handle bi-annual, quarterly, or other period-based billing.

📄 How to Set Up Recurring Payments
Set up subscriptions that bill families automatically on a recurring schedule.

📄 What Happens After You Invoice a Parent or App Member?
What parents see and what happens behind the scenes once an invoice goes out.