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Sending Invoices

Once an invoice is ready, sending it to the customer is just a click away. Conductly emails the family a notification with a secure link where they can view and pay the invoice online.

Sending a Single Invoice​

  1. Navigate to Billing and find the invoice you want to send
  2. Click on the invoice to open it
  3. Click the Send button
  4. The invoice status changes to Pending and the customer receives an email
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You can only send invoices that are in Open status. If the invoice is still a draft, you'll need to finalize it first by changing its status to Open.

Sending Invoices in Bulk​

When you have multiple invoices ready to go — such as after generating monthly tuition invoices — you can send them all at once:

  1. Go to Billing and make sure you're on the Active tab
  2. Use the checkboxes to select the invoices you want to send
  3. Click the Send bulk action button
  4. Confirm that you want to send the selected invoices
  5. All selected invoices are emailed to their respective customers
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Bulk sending is especially useful at the start of a billing period. Generate your invoices, review them, finalize the drafts, and then send them all in one go.

What the Customer Sees​

When a customer receives an invoice email, it includes:

  • Your school's name
  • The invoice number and date
  • The total amount due
  • The due date
  • A View Invoice button that links to a secure payment page

When the customer clicks the link, they're taken to a public invoice page where they can:

  • See a detailed breakdown of all line items
  • Read any customer message you included
  • Enter their payment information and pay online
  • Download a PDF copy of the invoice
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The payment page is secure and does not require the customer to log in. The link is unique to each invoice and can only be used to view and pay that specific invoice.

PDF Invoices​

Conductly can generate a professional PDF version of any invoice. PDFs are useful for:

  • Families who want a printed copy for their records
  • Your own bookkeeping and accounting
  • Sharing invoices through channels other than email

To download a PDF:

  1. Open the invoice
  2. Click the Download PDF button
  3. The PDF is generated and downloaded to your computer

The PDF includes all invoice details: your school information, the customer's name, line items, amounts, taxes, and payment status.

Resending Invoices​

Sometimes you need to resend an invoice — maybe the customer didn't see the first email, or they need a reminder. You can resend any invoice that's in Open, Pending, Overdue, or Partially Paid status:

  1. Open the invoice
  2. Click Resend
  3. The customer receives another email notification with the same payment link
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If an invoice is overdue, resending it is a quick way to give the family a gentle reminder. The email will include the original due date, making it clear that payment is past due.

Email Details​

When Conductly sends an invoice email:

  • The sender name is your school's name as configured in your settings
  • The reply-to address is set to your school's email address, so any replies from customers come directly to you
  • The email includes your school's branding
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If a customer replies to an invoice email, their reply goes to the email address configured in your school settings — not to Conductly. Make sure your school email is set up correctly in Settings so you don't miss any customer replies.