Help

Billing

Subscriptions, Plans and Invoices

This guide covers how to manage your school’s billing features, including subscriptions, plans, and invoices.

Accessing Billing Features

Navigate to billing by clicking School in the main navigation, then selecting Billing.

Here, you’ll see tabs for Payments, Invoices, Subscriptions, Plans, and Account Details.

Creating and Managing Plans

Plans are templates for subscriptions that define pricing and billing frequency.

To create a plan:

1. Navigate to Billing > Plans
2. Click Add Plan
3. Enter the plan details:
   1. Name (e.g., “Monthly Tuition – Grade 1”)
   2. Interval (Weekly, Monthly, Yearly, or Custom)
   3. Interval count (e.g., “1” for every month, “2” for every two months)
   4. Amount
4. Once you’re happy with your selection, click Add Plan

Plans can be set as Active (available for new subscriptions) or Inactive (hidden, but existing subscriptions continue).

Creating Subscriptions

Once you’ve set up a plan, you can create a subscription and assign it to a student.

Here’s how to do it:

• Navigate to Billing > Subscriptions
• Click Add Subscription
• Choose the plan from the dropdown menu
• Search for the student you would like to assign the subscription to
• Click Continue
• Review the details and click Complete Checkout

After checkout, the subscription appears as active on the Subscriptions page.

You can see all of your active and cancelled subscriptions at a glance at the top of the page. These metrics help you monitor your recurring revenue and retention at a glance.

Managing Active Subscriptions

Click any subscription to view details, including:

• Status of the subscription and plan
• Latest invoices
• Payment history
• Next billing date

From the subscription details, you can:

• Update payment methods
• Cancel the subscription
• View transaction history

Working With Invoices

Once a subscription is allocated to a student, an invoice is automatically created, finalized, and emailed to the family with payment links.

You can see everything related to invoices by heading to Billing > Invoices.

At the top of the Invoices page, two summary cards provide quick insights:

• Total Open: Number of invoices awaiting payment
• Amount Due: Combined dollar amount of all open invoices

Filtering Invoices by Date

Use the date range filter to view invoices from specific periods:

• Click the orange Date Range button in the top right
• Select your start and end dates from the calendar
• The invoice list updates to show only invoices from that period

Exporting Invoice Data

Click the CSV button next to the date filter to export the current invoice list to a spreadsheet. The export includes all invoices shown after any filters are applied.

Still stuck? Shoot us an email and we’ll do our best to help.