Approving and sending invoices

Approving and sending invoices

To send an invoice to a parent, you need to ensure two things: 1. that the invoice you intend to send has been Approved by a manager, 2. that at least one of the child's parents is marked as Bill Payer on the Parental Details section of the child profile. If you have Message Delivery set to System in System Settings > Parents, then you also have to ensure that the bill payer parent has an active eyparent account, since they will only be able to view invoices through the eyparent app or parent portal. You can approve and send invoices individually, or in bulk.

Approving invoices

Approving invoices individually

  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. Click on an invoice to view it.
  5. Click Approve in the top right.
  6. In the pop-up window, click OK.

Approving invoices in bulk

  1. Click on eymanage > Invoices in the sidebar.
  2. Check the box next to an invoice to select it. Do this for every invoice you want to approve.
  3. In the top right click on Bulk Actions > Approve Invoices.
  4. Click Confirm.
  5. In the pop-up window, click OK.
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Sending invoices

Sending invoices individually

  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. Click on an invoice to view it.
  5. Click Send in the top right.
  6. In the pop-up, click OK.

Sending invoices in bulk

  1. Click on eymanage > Invoices in the sidebar.
  2. Click Send Invoices in the top right.
  3. In the pop-up, select which Year and Month this is for. Only invoices for that year and month will be sent.
  4. Use the following fields to filter who you want to send invoices to.
  5. Of the children you filtered, uncheck the box next to any you don’t want to receive the invoice in the Recipient List.
  6. Click Approve and Send, or  > Send (Approved Only).

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