7 docs tagged with "invoices"

The Add Invoice page allows you to create invoices for device fees, damage charges, technology fees, or any other district-defined charges that need to be tracked and collected.

Automated Invoice Reminders automatically send payment reminder emails to families, progress invoice statuses, and optionally cancel severely overdue invoices. This feature reduces manual billing work while maintaining consistent communication with families.

The Billing History tab provides a complete financial record of all charges and payments associated with a user. Think of it as the financial ledger for the person - showing every invoice created, amounts charged, payments received, and outstanding balances throughout their time in the district.

The Invoice Profile is the central workspace for managing a single invoice. Think of it as the complete invoice file - showing all details, payment history, email communications, and related incident information in one place.

The Manage Sale Items page allows you to create new Sale Items and edit existing ones. This is where you configure the district-wide price list that billing staff use when creating invoices.

Sale Items are pre-configured charge types that standardize billing across your district. Think of them as charge templates - reusable billing definitions that ensure consistent pricing, descriptions, and categorization when creating invoices.

The View Invoices page displays all invoices in your Manage1to1 system, organized by payment status. This is your starting point for invoice management, payment processing, and billing follow-up.