Find an invoice
Go to Finances → Invoices. Every invoice your studio has created is listed, newest first, with these columns:- Account: who the invoice bills.
- Invoice #: the invoice number (e.g.
INV-25001). - Amount: the invoice total.
- Status: where the invoice stands (see Invoice statuses below).
- Due date: when payment is due.
What you can do
Open the actions menu (the ⋯ button) on any invoice row. Which actions appear depends on the invoice’s status:- View / Edit: open a sent invoice to read it, or a draft to keep editing it.
- Download: save a PDF copy. It matches what you see on screen, including per-student subtotals on shared accounts and the amount paid so far.
- Send reminder: email the recipients a nudge to pay. Available on sent, unpaid invoices, with a cooldown so you can’t send two in quick succession.
- Record payment: log a payment against the invoice. See recording a payment.
- Void payment: undo a recorded payment if you marked it paid by mistake.
- Cancel payment link: turn off the online pay link. Appears only when the invoice carries one (which needs Stripe connected).
- Delete: remove a draft entirely. Only drafts can be deleted; once an invoice is sent, void it instead.
- Void: cancel a sent invoice. See Void an invoice.
Sending is one-way. There’s no “unsend”. To correct a sent invoice, void it
and start a new one. See Send an invoice.
Void an invoice
Voiding cancels a sent invoice you no longer want collected. Because a sent invoice can’t be edited, voiding is how you correct one (see Understand your transactions). Open its actions menu, choose Void, then pick a reason. If the invoice has already received payments, you’ll see a warning showing how much was paid: voiding does not reverse that money. What voiding does:- Cancels the invoice (this can’t be undone).
- Frees the invoice’s charges so you can add them to a new invoice.
- Cancels the online pay link, if there was one.
Invoice statuses
The Status column tells you where each invoice stands at a glance:| Status | What it means |
|---|---|
| Draft | Not sent yet, still editable. |
| days until due | Sent, not yet due, payment pending. |
| Due today | Sent and due today. |
| days overdue | Sent, the due date has passed, and it isn’t fully paid. |
| Complete | Fully settled: paid, covered by credit, or refunded in full. |
| Overpaid | More was received than the invoice total. The surplus is held as credit on the account. |
| Error | The email failed to send. Retry it from the actions menu. |
| Voided | The invoice was voided. |
| Disputed | A card payment on this invoice has an open dispute and needs your attention. |
FAQ
The Send reminder option is greyed out
The Send reminder option is greyed out
Reminders have a cooldown so recipients don’t get spammed. If you sent one
recently, the option stays disabled until it passes. It also only shows on
sent invoices with a balance owing.
Where did a voided invoice's charges go?
Where did a voided invoice's charges go?
Voiding frees the charges: they unlock from that invoice and become
available again. Build a fresh invoice for the account and attach them. See
Send an invoice.
What does the Disputed status mean?
What does the Disputed status mean?
A card payment on this invoice has been disputed with the card processor.
The outcome is uncertain until it resolves, so it’s flagged for your
attention ahead of everything else.
I voided an invoice the account already paid, where's their money?
I voided an invoice the account already paid, where's their money?
Voiding never reverses a payment. The money stays on the account as
Credit. To return it, issue a refund.