Create Invoices

Invoices are how you bill families in Neztio. They can be generated automatically from tuition plans or created manually for one-time charges like registration fees, field trips, or supply costs.

Automatic Invoices

When a child has a tuition plan assigned, Neztio generates invoices automatically based on the plan's billing cycle. These invoices appear in the parent's app and in your billing dashboard.

Creating a Manual Invoice

1. 1Go to Billing > Invoices.
2. 2Click Create Invoice.
3. 3Select the child (and guardian) to bill.
4. 4Add line items with descriptions and amounts.
5. 5Set the due date.
6. 6Click Send. The parent receives a notification in their app and via email.

Invoice Statuses

• Draft: Created but not sent to the parent.
• Sent: Delivered to the parent and awaiting payment.
• Open: Viewed by the parent but not yet paid.
• Paid: Payment has been received and confirmed.
• Overdue: Past the due date with no payment.

Invoice Numbers

Every invoice gets an automatic sequential number for the month it belongs to (for example INV-202607-0012). Numbers are assigned by the system and cannot be edited, so your records stay consistent.

Voiding an Invoice

Void an invoice that should never have existed, such as a duplicate or a wrong amount. Only draft, open, or sent invoices can be voided. A paid or partially paid invoice cannot be voided: refund the payment instead. If the invoice was real but will not be collected, write it off rather than voiding it (see Writing Off Uncollectible Invoices).