How can we help?
What’s the difference between a payment, a discount and a refund?
How do I add a discount to an invoice?
Can I add a charge to multiple families at once (bulk)?
Can I create & email invoices in bulk?
How do I add extra charges or items to invoices?
Can I make one invoice for families with multiple students?
How do I send an invoice reminder?
How can I charge my students once per semester, term or year?
My school doesn’t invoice monthly, what do I do?
I changed a student's default price, but the old prices are still shown on the invoice. Why?
How do I track separate types of revenue? (i.e. for books or materials I resell to students)
How do I record an ISF (bounced) payment?
Why does a refund increase the family’s balance owing?
How can I invoice students for books and other materials?
I sell prepaid lesson packages, can My School Books accommodate this?
I would like to sell gift certificates (voucher) to my school. Can My School Books accommodate this?
How are totals calculated at the bottom of the Families & Invoices page?
I’ve added a post-dated charge to a family’s account. How can I see it?
How do I accommodate a materials deposit?
How do I create an opening balance for my student families?
Can My School Books send out overdue invoice reminders automatically?
What's the difference between Expanded, Normal and Condensed invoice formats?
How do I track missed payments?
Monthly charges are not appearing on my invoices. What's wrong?
I have students that pay cash at every lesson. Can I create receipts?
How can I show individual lessons on my invoices?
Can I add my own logo to the invoices?
How do I add invoice numbers to my invoices?
Can I add my own text at the bottom of my invoices (invoice footer)?
How will my families know when I've received their payments?
How do I change the accent color used on my invoice and reports?
How do I set the invoice date/due date?
How do I change the invoice name?
How do I include the "Click Here to Pay Online" button in my invoice?
How can I create/track different payment types (cash, check, debit, etc.)?
How do I create a recurring charge (ex. equipment rental, yearly registration fee, etc.)?
Can I send SMS invoice notifications and reminders?
How do I disable automatic overdue invoice reminders?
How do I send a receipt to a family after I have recorded the payment?
How do I mark an invoice as "Unpaid"?
How do I peek ahead at upcoming transactions?
What does "Preferred Invoice Recipient" mean?
Why are families missing upcoming charges in their account?
How do I delete an invoice?
How do I void an invoice?
How do I view an invoice I've created?
How do I view my recent transactions?
Why does an inactive family still appear in my "Families & Invoices" section?
How do I add a charge category?
How do I find my receipt for my My School Books subscription?
How do I delete a charge category?
Can I group charges by student for families with multiple children on the invoice?
How do I send the invoice(s) that I created?
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