Sending invoices

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. You can send invoices individually, or in bulk.

Sending invoices individually
  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. Click on an invoice to view it.
  5. Click Send in the top right.
  6. In the pop-up, click OK.
Sending invoices in bulk
  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, or  > Send (Approved Only).

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