> ## 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.

# Invoicing Overview

> Create, send, and manage invoices for your nursery.

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.

<CardGroup cols={2}>
  <Card title="Invoice Settings" icon="gear" href="/managers/invoicing/settings">
    Configure reply emails, footers, payment terms, and automated billing.
  </Card>

  <Card title="Creating Invoices" icon="file-invoice" href="/managers/invoicing/creating-invoices">
    How to create invoices individually or in bulk.
  </Card>

  <Card title="Managing Invoices" icon="list-check" href="/managers/invoicing/managing-invoices">
    View, filter, and take actions on your invoices.
  </Card>

  <Card title="Payment Management" icon="credit-card" href="/managers/invoicing/payments">
    Record payments, view history, and manage accounting integration.
  </Card>

  <Card title="Discounts" icon="percent" href="/managers/invoicing/discounts">
    Create and assign percentage-based discounts to reduce invoice amounts.
  </Card>

  <Card title="Integration Errors" icon="triangle-exclamation" href="/managers/invoicing/integration-errors">
    Understand and resolve accountancy sync errors on invoices.
  </Card>

  <Card title="Deleting Invoices" icon="trash" href="/managers/invoicing/deleting-invoices">
    How to delete invoices, including handling paid or part-paid invoices.
  </Card>

  <Card title="Regenerating Invoices" icon="rotate" href="/managers/invoicing/regenerating-invoices">
    Rebuild invoice line items or recreate accounting links.
  </Card>
</CardGroup>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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](/managers/invoicing/deleting-invoices) for a full walkthrough.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>