Invoicing
Creating a deposit in eyenquiries
In eyenquiries, you can manage deposits through the enquiry profile. This includes creating and sending deposit invoices to parents, and recording payments. Creating a deposit invoice Go to eyenquiries > Pipeline. Click on a child’s name to bring up ...
Creating a product/service for eyenquiries
If you need to request payment from a parent during the enquiry process, you can send them an invoice through eyenquiries. To do this, you first have to set up a product or service on the system, which defines what you invoice the parent for. ...
Creating a payment in eyenquiries
You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab. Through the enquiry profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on ...
Downloading an invoice
You can preview what an invoice will look like when a parent receives it by downloading it as a PDF. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. On the bottom right, next to Transactions, click on an ...
Creating an invoice in eyenquiries
Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system. Go to eyenquiries > Pipeline. Click on a child’s ...