A School Tuition Invoice Template lightens the administrative duties of a school by setting a standard procedure to its effort in collecting tuition payments. Additionally, it will serve the Recipients (Parents, Students, Benefactors) by delivering all the facts necessary to verify that tuition payment is owed. This will best be accomplished in a streamlined form that allows for easy reading.

How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

Step 1 – Save The School Tuition Invoice To Your Machine

The tuition invoice presented on this page is viewable through the preview image. The “Adobe PDF” and “Microsoft Word (.docx)” links displayed here (above) enable you to download the desired file version directly from this page.

Step 2 – Name The Institution Requiring Payment

The first task this document presents is a call for the School or Educational Facility’s legal name. Place this in the first textbox of this page.  The “Name” line underneath the textbox seeks the full “Name” of the School Employee sending this document.    The full address where the school receives mail should be presented by dividing its report as a “Street Address” entry, a submission of its “City, State, Country,” and one for its “ZIP Code.”     Produce the School’s telephone number and email address on the lines labeled “Phone” and “E-Mail.”   

Step 3 – Document Invoice Information Needed For Reference

The invoice number the School attached to this tuition request is often considered an indispensable reference tool for keeping track of this paperwork. Produce it on the “Invoice #” line.      A record of the invoice “Date” when the tuition request is effective should be produced on the next available line (across the page on the right).     

Step 4 – Identify The Student Or Academic Client

The Student, Student’s Parent, or Benefactor who this invoice targets as responsible for payment is the first concern in the “Bill To” section. The first line in this section is reserved for this Party’s “Name.”  The address of the Academic Client we named above is requested by the next three lines (bearing the labels “Street Address,” “City, State, Country,” and “Zip Code”).    

Step 5 – Explain The Academic Services Being Billed

The tuition being requested should be summarized in the “Description” box in the invoice table. Be prepared to deliver items such as an account number, student name or school I.D. number, the semester date, and any amenities (i.e. textbooks, class trips, etc.).   

Step 6 – Produce All Costs Of Tuition Requiring Payment

The column on the right will be the next area seeking content. This section of the table will need the base tuition amounts required by the School entered directly to its contents in the first box under “Amount.”   The tuition “Subtotal” box will need you to either confirm that the “Amount” you recorded is the entire dollar value of the tuition as charged by the school or, if multiple values are concerned, that you add all amount to a single number in “Subtotal.” Some localities or states will require a sales or service “Tax” applied to the tuition “Subtotal” depending upon what is being supplied and where. The precise amount of money required by the local tax laws should be reported to the Student or Academic Client in the next box of this table (“Tax”).    The last box here, carrying the “Total” label, requests that you add the tuition “Subtotal” to the “Tax” required then use its contents to report this as the full dollar value owed by the Student, Parent, or Academic Client.   

Step 7 – Document The Deadline For This Payment

Many Educational Facilities will request that tuition be paid within a certain number of “Days” of receiving a formal payment request. Place this number of “Days” on the blank line after the phrase “Payment Is Due…”    

Step 8 – Additional Information Can Be Included Upon Your Discretion

The blank lines attached to the term “Comments Or Special Instructions”

How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

Step 1 – Save The School Tuition Invoice As An Excel Sheet

The School Tuition Invoice presented in the preview is available through the “Microsoft Excel (.xlsx)” link in this area of the page. Select it with your mouse or the “Excel” button (near the image) to save this file to your machine.

Step 2 – Name The School Behind This Invoice

Now that you have acquired this file and opened it, upload the School or Educational Facility’s logo to cell A1.  Report the legal name of the School in cell A2 then proceed to cell A3 where you must furnish the “Name” of the School Representative responsible for communicating with the Academic Client, Student, or Parent this paperwork targets. The mailing address maintained by the School is needed in this area as well. Cell A4, A5, and A6 are set to receive this Institution’s “Street Address,” its “City, State, Country,” then its “ZIP Code”Produce the School “E-Mail” and “Phone” number in cell A7 and cell A8.   

Step 3 – Attach The Tuition Requests Document Information

Direct your efforts across the sheet to cell F4. Here, the “Invoice #” assigned to the tuition request made by the School must be recorded. This will aid the Academic Client and the School’s accounting department in keeping track of this bill’s status by having an easy to use point of reference.   The “Date” when this document is generated already populates cell H4. If desired, you may change this to a different invoice “Date.”

Step 4 – Supply The Academic Client Or Paying Student’s Name

The main body of this invoice shall begin with its opening; the “Bill To” section. Here you will directly address the Student, Parent, or Client responsible for the tuition payment by furnishing this Party’s full “Name” in cell A11 (the first available cell underneath the section heading)The billing address used by the Student or Academic Client is our next order of business. Supply it down the next three cells using A12 for the “Street Address” of the Student, Parent, or Academic Client, cell A13 for the “City, State, Country,” and cell A14 for this Party’s postal code or “Zip Code”

Step 5 – Describe All Educational Or Academic Services Covered By This Invoice

A “Description” of the academic services requiring tuition payment should be furnished to cell A17. This is the first cell of an invoice table and should house items such as the student’s identity, grade level or course curriculum, and is needed for the Invoice Recipient or Payer’s review.

Step 6 – Document All Tuition Costs Applied To The School’s Services

The next section of this table is contained in column H. First, name the tuition price(s) being charged in cell H17. Proceed to the next cell down (cell H18) where the sum of all the reported tuition costs above should be presented. If the School must administer taxes to the base tuition or “Subtotal” then report the “Tax” amount in cell H19.The final cost of the tuition should consist of the “Subtotal” and “Tax” combined to a single sum. Present this sum in cell H20.

Step 7 – Attach A Tuition Deadline To This Invoice

The statement underneath the invoice table contains a blank line between the phrasing “Payment Is Due In” and the word “Day.” Use this line as a presentation area of this invoice’s grace period. This time frame should be divided and reported as the number of “Days” from the invoice “Date” you named.      

Step 8 – Additional School Comments Or Invoice Instructions Can Be Produced To This Paperwork

More information about the tuition requested or the payment that is expected. Use the blank lines that after the words “Comments Or Special Instructions” to produce such material.