How do I create, email and record a payment for an invoice?

This article is a part of our New Member Training Guide in the Billing and Invoicing section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here.

The following video contains instructions on how to:

Create a new Invoice
Email the Invoice
Record payment for an Invoice (NOTE: As of October 2026, CollegePlannerPro is integrated with Stripe for online payments which automatically records payments on invoices when connected and turned on. You can learn more at Accepting online payments with Stripe: Overview.)

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