Invoice System Overview

Everything you need to know about invoice creation, payments, updates, late notices, and student self-service tools.

Invoices are generated instantly whenever a student or agency registers.

  • Includes student list
  • Includes payment totals
  • Includes PO field
  • Always up-to-date (no stale PDFs)
  • Add or remove students
  • Update names/emails
  • Submit credit card payments
  • Modify PO numbers
  • No-cost credit card refunds (no processor fee loss)
  • Issue partial or full refunds
  • Create credits that auto-apply
  • All adjustments logged in audit trail
  • Automatic late notices via email
  • Centralized “Late Invoice” dashboard
  • Auto-updates when payments come in
  • Helps companies reduce overdue invoices