Once you’ve received payment from parents for an invoice, you can allocate it on eymanage. You can only allocate payments to approved invoices.
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 an Invoice No. to view it.
Underneath the invoice preview is a section called Receive a Payment, which allows you to enter details of how much was paid. This is automatically filled in with the full invoice amount. Make changes to the fields if and where necessary.
Click Add Payment.
The payment will be displayed in the Invoice Payment History at the bottom of the invoice. If the invoice has been fully paid, the Receive a Payment section will disappear and the invoice will be marked as Paid.
Once you’ve created your terms, you can assign them to children so they have funded hours during scheduled sessions. You can either do this individually, or assign a term to multiple children at once. Allocating funding to individual children Click ...
Before you begin generating invoices you should take a look at your invoice settings to make sure they function the way you’d like. To find your invoice settings: In the top right, click on > System Settings. Click on Invoices/Payments on the left Go ...
On eymanage, you can set up multiple nursery branches under one company. Because of this, company-level settings and branch-level settings are edited separately. Company/Nursery Chain settings are company-wide, so changes made there affect every ...
By this point, you should have set up everything you need to start generating and sending out invoices. You will have updated your invoice settings, filled out child and parent details, scheduled sessions, and assigned terms. Though setting up your ...
For funding to be allocated to children during scheduling, they need to be assigned terms. You can create and customise multiple term types for your setting, with different start/finish dates, funding rates, and holidays. Funding can only be applied ...