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Invoicing & Bill

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Invoice & Transactions Tutorial

Learn how to create, update, and track invoices, filter records, change payment status, and review transactions. Perfect for school admins, accountants, and tutors who need simple and clear billing management.

Step 1: Navigate to the Invoices Section

From the left sidebar, go to:

Reports → Invoices

You’ll land on a tabbed page with:

  • Summary – high-level view of families, balances, and invoice health.

  • Invoices – detailed list of issued invoices.

  • Transactions – payments, refunds, charges, and discounts.

Accessing the Invoices Section in Seemi CRM

Step 2: Understand the Financial Summary (Overview)

  • Total Families – how many families are active in your billing cycle.

  • Owing – amount not yet received.

  • Prepaid – advance payments received (credit).

  • Total Invoices / Paid / Unpaid – breakdown with values and counts.

This helps you instantly know the health of your revenue cycle.

Financial Summary Overview in Seemi CRM

Step 3: View and Manage Invoices

Go to the Invoices tab to see the full list:

  • Invoice Number

  • Client (family)

  • Issue & Due Dates

  • Amount & Balance

  • Currency

  • Status (Pending, Paid, Void)

Quick Actions (three dots on right):

  • Change Status (Refund)

  • Download the invoice PDF
Invoice list in Seemi CRM with options to update status, send reminders, or delete

Step 4: Use Filters for Fast Navigation

Click Filters to refine search by:

  • Invoice ID

  • Client

  • Invoice/Due Dates

  • Status

Use Sort to organize by date, name, or amount.

Filter options in Seemi CRM to search invoices by client, ID, date, or status

Common Questions

Go to the Invoices tab and filter or sort by Status. Select “Pending” or “Unpaid” to quickly view invoices that still need payment.

Yes. Open the Transactions tab to see payment types. Manual entries show as Payments or Refunds, while online payments processed via PayPal or Stripe appear with their respective gateways.

Voiding an invoice removes it from the active billing list and marks it as Void. The invoice remains in the system for records but is excluded from balance calculations.

Use the Filters option and enter the family name or client ID. This will display only that family’s invoices, payments, and related records.

Yes. Click the Export CSV button to download your invoices or transaction reports. These can be shared with accounting teams or imported into financial tools for analysis.