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

    • Downloading invoices

      You can download Monthly Invoices and Manual Invoices as PDFs. 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 a Monthly Invoice or Manual Invoice to view it. In the ...

    • 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 ...

    • Generating invoices

      Once invoice settings and session scheduling have been set up for children, you are able to generate invoices based on the number of hours booked, the price of each session, additional products/services, and so on. Invoices can be created for just ...

    • Regenerating invoices

      If you’ve made minor changes to sessions, schedules, or settings, you can regenerate an invoice to update it with changes you’ve made. Not all changes can be applied through regeneration, but in some cases it can act as a quicker alternative to ...

    • 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. ...