Create Invoices

Invoices are how you bill families. Most centers turn on Auto-Billing so invoices are created on a schedule; you can also create them yourself for one-time charges such as a registration fee, a field trip or supplies.

Creating One Invoice

1. 1Go to Billing in the left sidebar and click New invoice.
2. 2Select the family.
3. 3Under Charges, the tuition and add-ons from the child's pricing are filled in for you. Remove any that do not apply, or click + Add manual charge for a one-off item.
4. 4Set the Due date and click Create draft.
5. 5Open the draft, check it, and click Send invoice. The family gets an email with a payment link and sees the invoice in the parent app.

Invoicing Many Families at Once

1. 1Click Batch invoices.
2. 2Set one Due date for the batch (it defaults to 15 days from today).
3. 3Click Create invoices. One draft is created per family from each child's billing plan.
4. 4Use Review draft invoices, then Approve & Send All.

1. 1Click Batch invoices.
2. 2Step 1: select the families. Everyone is selected to start; use Deselect all to pick a few. Families with no tuition plan are flagged and must be fixed under Pricing or the enrollment first.
3. 3Step 2: enter a Description (for example September 2026 Tuition), a Due date (defaults to 15 days from today) and any add-on overrides for this batch only.
4. 4Step 3: review the total, choose Skip duplicates if a family already has an open invoice for the period, and click Create invoices.
5. 5The invoices are saved as drafts. Review and send them from the invoice list.

• Draft: created but not yet sent.
• Open: sent and awaiting payment. An open invoice past its due date shows as Overdue.
• Partial: some of the balance has been paid.
• Paid: paid in full.
• Void: cancelled before payment, for example a duplicate.
• Disputed: a family's bank is reviewing a charge. See Handling Payment Disputes.

Recording a Payment Made Outside Neztio

If a family pays by check or cash, open the invoice and click Mark as paid. Choose the payment method, add an optional note, and confirm. The invoice moves to Paid and the family's balance updates.

Voiding an Invoice

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