Finance → Invoices is where tuition invoices are raised and tracked. Bill next instalment creates each family's next instalment from their payment plan and emails it; New invoice bills a single family for anything else.
- Open Finance → Invoices and choose Bill next instalment.
- Pick the Plan (or All plans) and, if you like, a Due date — leave it blank to use the plan's date (or 30 days).
- Read the preview: how many families will be billed, the total, how many guardians are emailed, and who's skipped and why.
- Choose Bill N families. Running it again won't double-bill anyone.
- For a one-off charge, choose New invoice: pick the Student, add a Title and lines, then Create invoice (or Save as draft).
Finance → Invoices — every invoice with its balance and status.
Filter by Drafts, Open, Partial, Paid or Void, or use the Overdue chip. Open an invoice to Record payment; its ⋯ has Print / PDF, Issue invoice (for drafts), Change due date and Void invoice….
To bill one family's next instalment, open their family page and use Bill next instalment in the Tuition section.