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.
How to create a one-time charge
On the Administrator Dashboard, navigate to the Overview or Invoices pages under the "Payments" section. Click the "Create Charge" button on the upper right of the screen.
You'll be brought to the Add Students page that displays a table with your center's student roster. You can filter this roster by class using the drop-down menu on 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 next to their name. As you add names, they will appear in the column to the righthand side of the screen under "Invoice Summary." When you're done adding students, click "Continue" below the student roster table on the right.
You'll be brought to the Add Charges page, where you can add charges to this one-time invoice. On the left of the "Charges" table, click the "Select Item" dropdown menu to either create a new charge or select from the types of charges you've made in the past. All of the fields (quantity, rate, and discount) must be filled before you can click "Add item" to the right of the item in the table. This step officially adds the charge to this invoice—you will see it appear under the "Invoice Summary" on the far right of the screen.
If you'd like to add a second charge to this invoice, click the "Add Item" button to the bottom left of the Charges table. 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" on the bottom right of the page.
On the Review page, you have the chance to review an invoice as it will appear to parents. If you need to make a change, click the "Back" button the bottom left of the screen; if no changes are necessary, click the "Create Charges" bottom on the right.
You'll be returned to the Payments Overview page on the Administrator Dashboard and receive a notification that the charge has been made. Remember that this invoice has been added to a student's balance, and that payments on outstanding balance are due based on the billing cycle settings you've chosen for your center.