Creating a deposit invoice
Invoices for deposits can be created and sent to parents from the child's profile.
- 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.
- In the top right, click Create+ > Deposit > Deposit Invoice.
- Fill out the dates and reference at the top of the screen.
- 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.
- 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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