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 one child, or multiple at once.
Generating invoices for an individual child
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+ > Monthly/Weekly/Termly Invoice (depending on Invoice Settings).
Select which week/term/month this invoice is for.
The Invoice Date and Invoice Due Date will be automatically filled in according to Invoice Settings. Click on the fields to edit them.
To add a product or service:
Click on Add Item in the top right.
Choose an Item from the drop-down menu.
Fill out the details in the blank fields.
Click Add new line to add another item.
Click Add Item in the bottom right to confirm.
Click Generate Invoices > As Draft/As Approved. Note that only approved invoices can be sent to parents, or have payments allocated to them.
Generating invoices for multiple children
Click on eymanage > Invoices in the sidebar.
Click Generate Invoices in the top right.
Select which week/term/month these invoices are for.
The Invoice Date and Invoice Due Date will be automatically filled in according to Invoice Settings. Click on the fields to edit them.
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.
In the Children section, check the boxes next to the children you want to send this invoice to.
Click Generate Invoices > As Draft/As Approved. Note that only approved invoices can be sent to parents, or have payments allocated to them.
You will be notified when all the invoices have been generated. This can take a while depending on how many you are generating at once.
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. ...
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 > ...
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 ...
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 ...
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 ...