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Create an Invoice

Manage all your student billing in one place — easily create, track, and send individual invoices to parents.  Use preset billing items, apply charges by student, and monitor payment statuses in real time

To Know Before You Get Started:

  1. Set up billing items first
    This helps you manage and reuse charges easily when creating invoices
  2. Set the default billing contact for each student
    The system uses this to know which parent to send the invoice to

New Invoice

  1. Go to Billing > Invoices
  2. Click the New Invoice button
  3. Filter students by Room or Tag. You can select multiple students
  4. Fill in Invoice Details
    • Invoice Subject
    • Invoice Item – Select from an existing preset billing item or add a new one manually
    • Invoice date and Due Date
    • Note (Footer) – Add a message to the parent (optional)
    • Internal Note – Visible to admin only (optional)
  5. You can then choose to either Send to Parents or Save as Draft
  6. If you save as draft, the invoice will appear under the Draft tab.
    If you send to parent, the invoice will appear under the Unpaid tab

See our solution in action!

Schedule a demo below and we’ll be in touch to show you how we can help to manage your childcare business and increase your parent engagement with Twinklinc.