Editing Invoices

You can edit Queued and Saved Temporarily invoices to add Simple Line Items (charges) and Credit Line Items (credits). You can edit Unpaid invoices to add Credit Line Items (this is also how you would waive a late fee from an invoice).

To add a Simple Line Item to a Queued or Saved Temporarily invoice:

  1. Find the invoice you wish to edit (from the "Invoices" page or parent's or student's "Invoices" tab). 
  2. Hover over the gear icon to the right of the "Total" column. 
  3. Click "Edit" (the pencil icon)
  4. Click "Add"
  5. Select "Simple Line Item" from the drop-down
  6. Type in the description in the "Description" box
  7. Type in the amount in "Unit Price"
  8. Click "Select an account" and click the checkbox next to the appropriate account to map the charge to an account category.
  9. Click "Save" to save a draft of the invoice (not visible to parents) or "Save and Send" to send immediately.

Line items that you manually add to Queued invoices will not be automatically added to the student's next recurring invoice. If you need to add a recurring charge, you will need to create a program and enroll the student in the program for that charge. 

Step by Step Tutorial: https://www.iorad.com/player/1658686/How-to-Add-a-Simple-Line-Item-to-an-Invoice

To add a credit line item (waive a late fee):

  1. Find the invoice you wish to edit (from the "Invoices" page or parent's or student's "Invoices" tab). 
  2. Hover over the gear icon to the right of the "Total" column. 
  3. Click "Edit" (the pencil icon)
  4. Click on "Add"
  5. Select "Credit Line Item" from the drop-down
  6. Type in the description in the "Description" box
  7. Type in the credit amount in "Unit Price"
  8. Click "Select an account" to map the line item to a chart of accounts category. Accounts with "(v)" denote credit accounts.
  9. Click "Save" to save a draft of the invoice (not visible to parents) or "Save and Send" to send immediately. 

Step by Step Tutorial: https://www.iorad.com/player/50310/Adding-A-Credit-Line-Item-To-An-Invoice

To duplicate an invoice:

  1. Find the invoice you wish to edit (from the "Invoices" page or parent's or student's "Invoices" tab). 
  2. Hover over the gear icon to the right of the "Total" column. 
  3. Click on the two pages icon to copy
  4. Click on "OK"
  5. This will create a copy of the invoice in the "Saved Temporarily" status.

Simple Line Items (charges) cannot be added to Unpaid invoices. If you need to add a charge to an Unpaid invoice, you can copy the existing invoice (which will create a Saved Temporarily invoice), edit and sed the Saved Temporarily invoice, and delete the old, Unpaid invoice.

Step by Step Tutorial: https://www.iorad.com/player/1659107/Copy-an-Invoice