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Use Invoices to bill parents and customers for one or more students. Each invoice has line items, optional discounts and tax, and a running balance that drops as you record payments.
Invoices is a feature your organization must turn on. Your role also needs invoice permissions: read to view invoices, create to add them, update to edit them and record payments, and delete to remove them.

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View invoices

In the left rail, click Billing, then Invoices. Three cards at the top show the Invoiced, Collected, and Due totals for the invoices that match your current filters.
  • Search by invoice number, recipient name, or email.
  • Click Filter to filter by Status: Draft, Sent, Paid, or Void.
  • Click an invoice to open it. On desktop it opens in a side panel; on smaller screens it opens as a full page. In the side panel, click the expand icon to open the full page, where you can step through invoices with Previous and Next.
Each row shows the Issued and Due dates, the amount Paid, and the remaining Balance.

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Create an invoice

1

Start a new invoice

Click Add invoice.
2

Fill in the invoice details

Enter an Invoice number (for example, INV-1001) and an Issue date. Optionally click Set due date. Each invoice number must be unique in your organization.
3

Choose who to bill

Under Bill to, enter the Recipient email (required) and an optional Recipient name. Use Student(s) to link one or more students.
4

Add line items

Under Line items, click Add line item. Search your inventory to link a catalogue item, or type a name to add a custom line. Set the Qty, Unit price, and an optional Discount. Relyant calculates each Line total.
5

Apply adjustments (optional)

Under Adjustments, add a Discount amount, Coupon code, Tax amount, and Tax label (for example, VAT or GST). These apply on top of the line items.
6

Save

Add an optional Note to show on the invoice, then click Save invoice. New invoices start as Draft unless you pick another Status.
The Totals card shows the subtotal, discount, tax, and total as you work. The total is the subtotal minus the invoice discount plus tax.

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Invoice statuses

You set Draft, Sent, and Void yourself by editing the invoice. Relyant doesn’t email the invoice for you, so mark it Sent once you’ve shared it.

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Record a payment

1

Open the invoice

Click the invoice, then click Record payment. The button appears only when the invoice isn’t void and has a balance.
2

Enter the payment

Enter the Amount, which can’t exceed the outstanding balance. Choose a Payment method (Cash, Bank Transfer, Card, Cheque, or Other) and a Payment date. Add an optional Reference and Note.
3

Save the payment

Click Record payment. When payments cover the full total, the invoice changes to Paid automatically.
Payments are listed under Payments on the invoice. To reverse one, click Void next to it. If voiding a payment leaves a balance on a Paid invoice, the invoice goes back to Sent.

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Edit or delete an invoice

Open the invoice and click Edit to change any field, then click Save changes. Click Delete to remove the invoice.
Deleting an invoice can’t be undone.