Turning on automatic payment for monthly invoices

Turning on automatic payment for monthly invoices

You can turn on automatic payment for individual children from their profile. This means that whenever you approve a Monthly Invoice for a child, a payment of a certain amount will be automatically allocated to it.
  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Transactions/Payments tab on the left.
  4. In the top right, click on Payment Settings
  5. Check the box next to Add An Automatic Payment To The Monthly Invoice.
  6. Enter the amount that will be automatically paid to the monthly invoice under Enter Amount.
  7. Choose the Payment Mode and enter the Payment Reference.
  8. Click Save

    • Related Articles

    • 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 ...
    • Monthly calculations

      For children who have Equally Spread (Annualised) invoices, a button called Monthly Calculations will appear in the top right of the Invoices screen on their profile. Clicking on it brings up a window that shows how Equally Spread invoices are ...
    • Creating a payment on account

      A Payment on Account is just a normal payment that shows up on a child’s Invoices tab instead of the Payments screen, making it easier to track how much parents have paid. This is also a good way to keep track of how much money is left over if a ...
    • Downloading invoices

      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 ...
    • Automatic room movement

      When automatic room movement is turned on, children will automatically change rooms once they’ve become too old for their current room’s age group. Turning on automatic room movement In the top right click on > System Settings. Click on Rooms/Groups ...