Generating invoices

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 one child, or multiple at once. 

Generating invoices for an individual child
  1. Click on Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. In the top right, click Create+ > Monthly/Weekly/Termly Invoice (depending on Invoice Settings).
  5. Select which week/term/month this invoice is for.
  6. The Invoice Date and Invoice Due Date will be automatically filled in according to Invoice Settings. Click on the fields to edit them.
  7. 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
  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/As Approved. Note that only approved invoices can be sent to parents, or have payments allocated to them.
  8. 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.

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