Creating and managing invoices

Billing overview

FutureNerds includes built-in billing tools so you can invoice families directly from the platform.

Creating an invoice

1. Go to the Payments tab on your school dashboard, then click Invoices.
2. Click Create invoice.
3. Select the family or child.
4. Add line items (tuition, fees, materials, etc.).
5. Set the due date.
6. Click Send. The family receives an email with a link to view and pay.

Invoice statuses

• Draft -- not yet sent to the family.
• Sent -- the family has been notified.
• Paid -- payment received.
• Overdue -- past the due date and unpaid.

Managing invoices

From the Invoices page you can:

• Filter by status, family, or date range.
• Resend a notification for unpaid invoices.
• Mark as paid if the family paid outside the platform (cash, check, etc.).
• Void an invoice if it was created by mistake.

Recurring invoices

For monthly tuition, you can set up recurring invoices:

1. Go to the Invoices page and look for recurring invoice options.
2. Create a recurring template with the amount, frequency, and start date.
3. Invoices are generated automatically each period.

Tips

• Send invoices at least a week before the due date.
• Use line items to break down charges clearly.
• Review overdue invoices regularly and follow up with families.
• You must connect your Stripe account before families can pay online.