--- title: Billing Invoice / Statements - Guide to Sent, Received, and Delivered description: Billing Invoice/Statements- Guide to Sent, Received, and Delivered. It's natural to have concerns about the status of our invoices, whether they have been sent, delivered, or read. This is especially crucial when urgent action is required. --- [Skip to content](https://helpdesk.counselmore.com/billing-statements-guide-to-sent-received-and-delivered#main-content) English Show submenu for translations [![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Select below, or search by topic - There are no suggestions because the search field is empty. 1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en) 2. [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en) 3. [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab) # Billing Invoice / Statements - Guide to Sent, Received, and Delivered ## Billing Invoice/Statements- Guide to Sent, Received, and Delivered. It's natural to have concerns about the status of our invoices, whether they have been sent, delivered, or read. This is especially crucial when urgent action is required. Please see the **"key to email status below"** to identify your billing invoice/statements. This will all be seen in the messaging tab. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/Knowledge%20Base%20Import/CY-WuD8WJQGRRzBR6is7ToUJ_ZioIL9oEQ.png?width=450&height=58&name=CY-WuD8WJQGRRzBR6is7ToUJ_ZioIL9oEQ.png)  **Sent** indicates that the communication is on its way to the receiver. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/Knowledge%20Base%20Import/dkykrade_v9Ncv1alvYLW9vP0RutduUTUg.png?width=486&height=64&name=dkykrade_v9Ncv1alvYLW9vP0RutduUTUg.png) **Delivered** means the message has been received or successfully landed to the receiver. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/Knowledge%20Base%20Import/3f8M_gabx2V0bUGAp_gcxb5__Gwn94KA0A.png?width=474&height=58&name=3f8M_gabx2V0bUGAp_gcxb5__Gwn94KA0A.png) **Opened or Read Receipt** means that the receiver reads the message. **NOTE:** **When a student/parent opens their email it will reflect in CounselMore messages tab. However, the reflection is delayed. We spoke to our provider and were told that notifications are not priority (news to us). Therefore, there is a delay. We feel the same way you do and we are looking into it.** ### **SAMPLE OF BILLING INVOICE/STATEMENT**   **NOTE:** You must first setup your**[Billing Profiles](https://helpdesk.counselmore.com/self-guided-7-accounting-profiles-time-tracking?hsLang=en)** in settings and apply them as line items in the Accounting Tab. ![account](https://helpdesk.counselmore.com/hs-fs/hubfs/account.png?width=640&height=295&name=account.png) 1. **Accounting tab** - [Add Entry /Line Item](https://helpdesk.counselmore.com/accounting-tab-add-entry-line-item?hsLang=en) You met with the Student for a session. It's now time to add a Line Item to the Student's Accounting Tab. Make sure to click the parent icon to send your invoice. **Question:** When I view the 'invoice preview,' why does the balance appear different? It is possible that some line items are not activated. To check, go to the right side of the payment line item and verify if it is highlighted in green or gray. ![accounting1](https://helpdesk.counselmore.com/hs-fs/hubfs/accounting1.png?width=670&height=232&name=accounting1.png) a. Click on the Menu button and select the option to preview/send invoice. ![previewbill](https://helpdesk.counselmore.com/hs-fs/hubfs/previewbill.png?width=670&height=236&name=previewbill.png) b. Click the send button to forward the invoice to the parent. ![previewinvoice](https://helpdesk.counselmore.com/hs-fs/hubfs/previewinvoice.png?width=670&height=592&name=previewinvoice.png) ![invoicesent-1](https://helpdesk.counselmore.com/hs-fs/hubfs/invoicesent-1.png?width=670&height=274&name=invoicesent-1.png) 2\. Head to **Messaging Tab** to see the status of the billing statement, please refer to the **"key to email status" found at the top of this article.** **![messbill](https://helpdesk.counselmore.com/hs-fs/hubfs/messbill.png?width=670&height=321&name=messbill.png)** **Parent Received and Read the Invoice sent**  **Counselor will see opened receipt after the parent read the invoice** - [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content) - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up) - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training) - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up) - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation) - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users) - [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content) - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners) - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab) - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab) - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab) - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab) - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist) - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts) - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab) - [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content) - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data) - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns) - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker) - [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content) - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings) - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders) - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management) - [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content) - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business) - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding) - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns) - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments) - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster) - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station) - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting) - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books) - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox) - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up) - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup) - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations) - [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content) - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations) - [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content) - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources) - [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits) - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support) - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies) - [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content) - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory) [![Chill listening crop-3](https://helpdesk.counselmore.com/hs-fs/hubfs/seminarsBadge-gold.png?width=26&height=26&name=seminarsBadge-gold.png "Chill listening crop-3")](http://counselmore.com) Please note that CounselMore is a robust college planning platform with multiple integrations. Copyright © 2025, CounselMore