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How to create a one-time charge
How to create a one-time charge

Through the administrator dashboard, create a one-time charge to add to a student's balance.

Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

For a step-by-step, video walkthrough of creating charges click HERE.

This article will guide you through the steps to create a one-time charge invoice on a student's balance. For creating a charge with a payment plan, refer to this article instead.

Create a one-time charge

Click on the Billing tab on the left hand side. Click into either the Overview or Statements tabs. Click the "Create Charge" button on the upper right corner of the screen.

You'll be brought to the Add Students page that displays your center's student roster. You can filter this roster by program, class, or active status using the drop-down menus in the upper right corner of the table or search by student name. When you find the student(s) you would like to create a charge for, check the box to the left of their name. As you add names, they will appear in the column to the righthand side of the screen.

  • On any of the screens in the Create Charge flow, you can select the "Send guardians notifications" checkbox in the top right corner to immediately send the guardians the invoice once the charges are created.

When you're done adding students, click "Continue" in the top right corner of the screen.

You'll be brought to the next page, where you can add charges/items to this one-time invoice. Begin by selecting an "Item name" from the drop-down or by creating a new item. Add the price, any discounts, and any other applicable or optional fields. Leave the "This charge should be" field as is so that it reads "Paid all at once". Add the invoice and due dates of the charge and then click "Save item".

If you'd like to add a second charge to this invoice, click the "Add Item" button underneath the charge you just created. You once again can create a new item or select from the dropdown menu of past types of charges. When you've added all the charges you'd like to include on your invoice, click "Continue" in the top right corner of the screen.

On the Review Statement page, double check the invoice. This statement is displayed as it will appear to parents. If you need to make a change, click the "Back" button the top left of the screen. If no changes are necessary, click the "Create Charges" bottom in the top right.

You'll be returned to the Payments Overview page on the Administrator Dashboard and receive a notification that the charge has been created.

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