Creating a deposit invoice

Creating a deposit invoice

Invoices for deposits can be created and sent to parents from the child's profile. 
  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. In the top right, click Create+ > Deposit > Deposit Invoice.
  5. Fill out the dates and reference at the top of the screen.
  6. The deposit appears as the only item on the invoice. The details in the fields are based on the Deposit product/service that is pre-created on the system, and can be edited in System Settings > Products and Services. However, the fields can also be edited manually from this pop-up, if needed. 
  7. Click Save as Draft or  > Save & Approve. Note that only approved invoices can be sent to parents, or have payments allocated to them.

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