Related Articles
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 ...
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 ...
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 Click on Children in the sidebar. Click on a child’s ...
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 ...
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. ...