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How to Post a Charge/Create an Invoice
How to Post a Charge/Create an Invoice

"Posting a Charge" is now creating an Invoice for billing with payment plans

Serena Edwards avatar
Written by Serena Edwards
Updated this week

A Charge is an amount of money placed onto an Account's balance. When integrating with Quickbooks, it's important to note that a Charge is equivalent to an Invoice. Charges are red in the Transaction History and mean the Account Holder owes you money or has a negative Account Balance.

Sometimes you need to add a Charge manually for one of the following reasons (or others):

  • An Enrollee drops from a Program and then comes back. You want to avoid charging enrollment fees or anything else, and there is no need for them to re-enroll, but it's the middle of a tuition cycle.

  • A family requires a one-off billing schedule for some reason.

  • You have a drop-in option, and Auto-Billing is not possible. You need to charge for tuition on an as-needed basis.

As an Admin, when you post a "charge," you are recording tuition or some other fee to a Customer's Account. It's essentially creating an Invoice for a certain amount of money. What used to be called "Post a Charge" is now creating an Invoice.

See this support article for detailed steps on how to add an Invoice to an Account.

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