eymanage: Sending out your first batch of invoices

eymanage: Sending out your first batch of invoices

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 first few invoices can take a while, actually generating them is quite simple.

Generating invoices
  1. Click on eymanage > Invoices in the sidebar.
  2. Click Generate Invoices in the top right.
  3. Select which week/term/month these invoices are for.
  4. The Invoice Date and Invoice Due Date will be automatically filled in according to Invoice Settings. Click on the fields to edit them.
  5. Use the Rooms, Tags, Select Payment Term, and Select Filter fields to filter which children you can select for this invoice, according to information on their profiles. 
  6. In the Children section, check the boxes next to the children you want to send this invoice to.
  7. Click Generate Invoices > As Draft.
  8. You will receive an email to notify you when all the invoices have been generated.
After generating the invoices, we recommend double-checking them to make sure they’re all to your satisfaction before moving on.

Sending Invoices
To send an invoice to a parent, you need to have filled out their email address, and made sure 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.
  1. Click on eymanage > Invoices in the sidebar.
  2. Click Send Invoices in the top right.
  3. In the pop-up, select which Year and Month this is for. Only invoices for that year and month will be sent.
  4. Use the following fields to filter who you want to send invoices to.
  5. Of the children you filtered, uncheck the box next to any you don’t want to receive the invoice in the Recipient List.
  6. Click Approve and Send.


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