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).

    • Related Articles

    • Invoice settings for an individual

      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 ...

    • Invoice email template glossary

      What follows is a list of placeholders that can be used when customising invoice emails in Invoice Settings. [[AmountDue]] - The outstanding amount remaining to be paid for this invoice. [[ChildName]] - The child’s first and last name as it appears ...

    • Invoice settings for a nursery branch

      You’re able to edit how invoices function on the system through Invoice Settings. The Invoice Settings you assign for a nursery branch are the default for any children added to that branch. Unlike individual invoice settings, branch invoice settings ...

    • Approving invoices

      Before you’re able to send invoices to parents or allocate payments to them, they have to be approved by manager. Invoices can be approved individually, or in bulk. Approving Invoices individually Click on Children in the sidebar. Click on a child’s ...

    • 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 ...