Pigeonhole provides a comprehensive invoicing system that lets you create invoices for individual children or in bulk, track payments, apply discounts, and integrate with your accounting software.Documentation Index
Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt
Use this file to discover all available pages before exploring further.
Invoice Settings
Configure reply emails, footers, payment terms, and automated billing.
Creating Invoices
How to create invoices individually or in bulk.
Managing Invoices
View, filter, and take actions on your invoices.
Payment Management
Record payments, view history, and manage accounting integration.
Discounts
Create and assign percentage-based discounts to reduce invoice amounts.
Integration Errors
Understand and resolve accountancy sync errors on invoices.
Deleting Invoices
How to delete invoices, including handling paid or part-paid invoices.
Regenerating Invoices
Rebuild invoice line items or recreate accounting links.
Frequently Asked Questions
How do partial payments work?
How do partial payments work?
You can add multiple payment records against a single invoice. The system automatically calculates the outstanding balance and updates the invoice status to ‘Part Paid’ until the full amount is received.
What happens when I have accounting software integration?
What happens when I have accounting software integration?
Payments are automatically synced from your accounting software (Xero, QuickBooks, Sage, etc.) to Pigeonhole. You cannot manually edit payments for integrated invoices as they’re controlled by your accounting system.
How do I handle refunds or overpayments?
How do I handle refunds or overpayments?
You can add negative payment amounts to record refunds or adjustments. Include clear notes explaining the reason for the adjustment for audit trail purposes.
Can I bulk manage payments across multiple invoices?
Can I bulk manage payments across multiple invoices?
Payment management is done individually per invoice to ensure accuracy. However, you can use bulk actions to send invoices or reminders to multiple recipients at once.
How do overdue invoices work with the new payment system?
How do overdue invoices work with the new payment system?
Invoices are considered overdue based on their due date and outstanding balance. Partially paid invoices can still be overdue if the remaining balance is unpaid past the due date.
Why can't I delete a paid or partially paid invoice?
Why can't I delete a paid or partially paid invoice?
Invoices with payments cannot be deleted to protect your financial records. To delete the invoice, first remove all payments — either through your accounting software or by editing payments directly on the invoice. Once all payments are removed the invoice will return to Sent status and can be deleted. See Deleting Invoices for a full walkthrough.
Can parents see the detailed payment history?
Can parents see the detailed payment history?
Yes, parents can view detailed payment records for their invoices through the parent portal. They can also download payment receipts showing the complete payment history for each invoice.