In addition to creating invoices for lessons and other calendar based events, you can use My School Books to bill your students for books and other materials provided by your school. You do this by manually adding charges to family accounts. Here’s how:
- Log into your My School Books account.
- Click “Families & Invoices” from the main menu.
- At the top of the page, click the “+ Add Transaction” button then select the “Charge” option.
- Now you can select the family, student, fee type, amount and date of the charge. Add a brief description to explain what this fee was for; this will appear on the invoice.
- Click “Save“
Now a new charge has been added to the selected family account. These charges will automatically be included on the next family invoice. If the family pays you for those items right away, use the “+ Add Transaction” button and select the “Payment” option to record the payment.