Creating a manual invoice

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.
  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+ > Manual Invoice.
  5. Fill out the dates and reference at the top of the screen.
  6. To add a product or service:
    1. Click Add a new line. 
    2. Choose an Item from the drop-down menu. 
    3. Fill out the details in the blank fields.
  7. To add an extra session:
    1. Click Add Extra Sessions (Uninvoiced).
    2. Select the Year and Month when this session takes place.
    3. Click View.
    4. Click the  icon next to a session to add it to the invoice.
    5. Click Close to return to the invoice.
  8. Click Save as Draft or  > Save & Approve. Note that only approved invoices can be sent to parents, or have payments allocated to them.

    • Related Articles

    • Creating products & services

      Products and services are anything that the parent pays for in addition to scheduled sessions. They can be opted into or allocated automatically, and there are a lot of ways to customise how they function on the system. In the top right click on > ...

    • 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 ...

    • 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 > ...

    • 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 ...

    • 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 ...