You can send an invoice directly from a student's contact record.
Who: School Admins / Finance Managers · Where: Contacts › (open the contact) › Send Invoice
Steps
1. Click Contacts and open the student's contact record.
2. Click Send Invoice at the top of the record.
3. Enter the amount and due date, add any line items or notes, and confirm the recipient.
4. Send the invoice. To record an in-person or manual payment instead, use Take Payment.