How to preview and send invoices

This guide shows you how to preview an invoice email before it goes out and how to send invoices to families — either one at a time or in bulk from the Finances dashboard.

Preview an invoice email

Previewing shows you exactly what the recipient will see in their inbox, including your logo, primary color, line items, and any payment history.

1. Go to Finances > Invoices, then click the invoice row to open the invoice detail sheet on the right.

2. In the invoice detail sheet, click the actions dropdown (the "•••" button in the top-right of the sheet).

3. Click "Preview invoice". This

Send a single invoice

Use this when you want to pick exactly which guardian(s) receive the email — for example, when only one parent in a family handles billing.

1. From Finances > Invoices, click the invoice you want to send.

2. From the actions dropdown, choose Email invoice. The Email Invoice dialog opens with all guardians on the family listed.

3. Select recipients and click Send email. You'll see a confirmation toast: "The invoice email has been sent successfully."

Send invoices in bulk

Use this from the Finances dashboard when you need to send many invoices at once — for example, at the start of a billing cycle.

1. Go to Finances > Invoices

2. Check the box next to each invoice you want to email. You can use the header checkbox to select all visible invoices.

Note: Bulk send is limited to 50 invoices at a time to avoid Gmail rate limiting. If you select more than 50, the Send button is disabled until you reduce the selection.

3. Click "Email Invoices". In the actions toolbar, click Email Invoices (the button label updates to show how many you've selected).

4. Confirm and send. A dialog asks you to confirm: "Are you sure you want to email X invoices to their owners?" Click Send.

   1. Bulk sending can take up to a couple of minutes to complete — leave the page open until you see the confirmation toast.