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Exporting Invoices

Information outlining the different types of invoice exports from Clipboard.

If your school has set up Payments for an Activity to be managed in Clipboard, an invoice will be generated each time an Activity is selected and confirmed. These payments can be made at the time of selection with a card through Clipboard's online payment processor, Stripe (see their website for more information), or directly to the school using a card or cash later.

Payments for an Activity are set up when Adding Activities to a Selection Group.

To view an invoice, simply go to the Invoice tab and click on the specific invoice. The invoice will include:

  • Invoice Number

  • Customer (the person who made the selection; this can be either a student or parent/guardian)

  • Date and Time

  • Item (the Activity chosen)

  • The amount charged (cost of the Activity chosen)

  • Tax (can be included or excluded from the cost of the Activity)

  • Status (whether payment was taken at the time of selection or if it is outstanding)

Invoices will be accessible to parents and students in the Portal and will appear in a format similar to the App.

To export an Invoice:

  1. Go to Payments

  2. Click on the Invoices tab and click on the Export button (top right)

  3. Choose the data option you want to export:

    1. Invoices - each line of the export will be the individual invoice.

    2. Transaction Items—Each line of the export will contain the selected Activity and Option (if applicable). If multiple options are selected for an Activity, they will appear on separate lines. Income Cost Code data appears in this export.

    3. Transactions - each line of the export will be a record of the transactions that have taken place, including payment method and status.

  4. Choose the date range, then click Export.

For more information regarding to Invoices, please refer to Payments For Activity Selection article here.

FAQ

What is the best way to create a list of parents who have not paid for selections?

It is possible to create a list once parents/guardians have made selections, as their email will be attached to the selections that they have made.

You can do this by going to Invoices, and then filtering Status to Unpaid. Then click on the Export button and download the 'Invoices Export'.

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