Approving invoices

Approving invoices

Before you’re able to send invoices to parents or allocate payments to them, they have to be approved by manager. Invoices can be approved individually, or in bulk.

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.

    • Related Articles

    • Creating a manual invoice

      While eymanage gives you the ability to generate invoices automatically, Manual Invoices allow you to customise each individual line of the invoice, but you can only include products/services, and extra sessions that haven’t already been invoiced. ...

    • Invoice settings for a nursery branch

      You’re able to edit how invoices function on the system through Invoice Settings. The Invoice Settings you assign for a nursery branch are the default for any children added to that branch. Unlike individual invoice settings, branch invoice settings ...

    • Sending invoices

      To send an invoice to a parent, make sure that at least one parent is marked as Bill Payer on the Parental Details section of the child profile. Parents will receive an email when the invoice is ready to view, which they can do in the parent portal. ...

    • Invoice settings for an individual

      By default, invoice settings for individual children draw from the invoice settings for the nursery. If necessary, you can make changes to a single child’s settings through their profile. Click on Children in the sidebar. Click on a child’s name to ...

    • Deleting invoices

      Deleting invoices individually Click on Children in the sidebar. Click on a child’s name to bring up their profile. Click on the Invoices tab on the left. Click on an invoice to view it. Click Delete Invoice in the top right. Type DELETE into the ...