# Create and review a family invoice

Category: Billing

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

1. Open `Billing & Invoices`.
2. Choose the correct center and family.
3. Confirm the family, guardians, children, and billing account are correct.
4. Choose a charge type: tuition plan, product/fee, or custom charge.
5. Choose child or whole family.
6. Enter due date and billing period.
7. Add a clear description if needed.
8. Create the invoice.
9. Confirm the invoice appears on the family ledger and parent portal.

## Verify the result

Confirm the invoice once on the ledger with the correct period and amount.

## If something goes wrong

Check for an existing charge covering the same service before creating another. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/BILLING_ADMIN_SOP.md — Create Or Review A Family Invoice. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.