Creating and Sending Invoices

Invoices are how you bill families for lessons. You can create them manually for one-off charges or use auto-invoicing for recurring billing.

Creating an invoice

Go to Billing in the sidebar
Click + New Invoice
Select the family to invoice
Set the issue date and due date
Add line items (lessons, materials, makeup credits, etc.)
Review the total
Click Create and Send to email it, or Save as Draft to send later

Line items

Each invoice can have multiple line items. When you select a family, Nova can auto-populate line items based on their scheduled lessons for a billing period.

You can also add custom line items:

Additional charges (materials, recital fees, etc.)
Discounts (percentage or flat amount)
Makeup credit deductions

Invoice statuses

Status	Meaning
Draft	Created but not sent to the family
Sent	Emailed to the family, awaiting payment
Paid	Payment received (manually recorded or via Stripe)
Overdue	Past the due date and still unpaid

What families receive

When you send an invoice, the family gets an email with:

Your studio name and contact info
A breakdown of all line items
The total amount due
A Pay Now button (if Stripe is connected)
A link to view the invoice in the student portal

Families can pay invoices even without a portal account. The email includes a direct payment link.

Recording manual payments

If a family pays by cash, check, or Venmo:

Find the invoice on the Billing page
Click on it to open the details
Click Record Payment
The invoice status changes to Paid

Searching and filtering invoices

Use the search bar to find invoices by family name. Filter by status (All, Unpaid, Overdue, Paid) to focus on what needs attention.