Getting Started with Invoice Management Services

School Action Items

Step 1: Let us know your ready by emailing us at: 

Once we are notified we will send you a spreadsheet to populate so we can create your invoices.Please note that your users need to be uploaded into Hubbli before you can start setting up invoicing.

Step 2: Schedule your coaching sessions:

One person from your team (usually an office admin) will be responsible for going to our support site to book 30-minute coaching sessions with our support team. During these sessions we will cover, processes, frequently used forms.

Please schedule your sessions here:

Helpful Information:

  • Our Support Site is the place to go to for our support calendar, forms for custom implementations, see our help documents, update a username, and see your support tickets. We recommend that you bookmark the support site as well as your Hubbli site if you have not already done so.
  • Here is the direct link to our Help Docs These will come in handy when you need step by step instructions. If you don't see it there let us know and we will create it for you.
  • We can do it for you, create or modify a form, update a page, create teacher conference appointments and more. You will find links to submit requests for these implementation services on the support site located at
  • If you have a question or need help you can call us at 888-415-4450 x2 or email our customer support team at You can also setup a 30-minute session for assistance on our support calendar and we can even teach you how by walking you through the steps to do something.
  • During business hours we have Chat available on your Hubbli site. Any time when you are on your site and have a questions just click on the little bubble, (see image) and you can chat with one of our support specialists.