> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoices

> Bill parents and customers for students with line items, adjustments, and recorded payments

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.

> [!NOTE]
>
> **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.

## 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**.

## 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.

## Invoice statuses

| Status | Meaning |
| - | - |
| **Draft** | Not yet sent to the recipient |
| **Sent** | Awaiting payment |
| **Paid** | Payments cover the full total |
| **Void** | Cancelled |

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.

## 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**.

## 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.

> [!WARNING]
>
> Deleting an invoice can't be undone.


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