Creating an invoice in eyenquiries
Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system, but when a child is enrolled, invoice records are not carried over to the child profile, though they can still be viewed by clicking on the Enquiry icon at the top of the profile screen.
- Go to eyenquiries > Pipeline.
- Click on a child’s name to bring up their enquiry profile.
- On the bottom right, next to Transactions, click on the
button to create an invoice.
- Fill in the information in the pop-up window that appears.
Date of Invoice: What date the invoice is sent.
Due Date: When you expect to receive payment.
Reference: What the invoice is for.
Item Name: Choose a Product/Service from the drop-down menu (find out more). Selecting one will automatically fill in the other fields with preassigned information.
Description: A description of the Product/Service. Can be changed after choosing an Item Name.
Quantity: The number of items charged for. You can type in a number or use the arrows. Changing the number will automatically alter the Amount (£).
Unit Price: The price of one item. Can be changed after choosing an Item Name.
Disc%: The discount applied to this payment. The Total Discount and discounted price can be seen in the bottom right.
Amount (£): The price of the item multiplied by its quantity.
5. Click on +Add a new line to add more items. These can be deleted using the 
icon on the right.
6. Click Save as Draft or Approve and Send in the bottom right.
7. Clicking on the arrow next to Approve and Send will give the option to Save and Approve. This option will create the invoice normally, but it will not be sent to the parent.
8. You can see all pending invoices for all enquiries in eyenquiries > Invoices.
Only users with the right permissions can approve invoices. Some users will need to seek approval.
Related Articles
Creating a payment in eyenquiries
You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab. Through the enquiry profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on ...Creating document types in eyenquiries
Creating document types in eyenquiries is necessary if you want to allow parents to upload certain documents to the registration form. Some of the options available when creating a document type only apply for eymanage features, so in this article ...Creating a product/service for eyenquiries
If you need to request payment from a parent during the enquiry process, you can send them an invoice through eyenquiries. To do this, you first have to set up a product or service on the system, which defines what you invoice the parent for. ...Downloading an invoice
You can preview what an invoice will look like when a parent receives it by downloading it as a PDF. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. On the bottom right, next to Transactions, click on an ...Creating tags for enquiries
Tags are a functionality that exist across multiple eyworks products, which allow for greater categorisation of staff, children, etc. But here we'll be talking specifically about creating new tags as a way of categorising enquiries. Go to > System ...