How to add a plan so you can start invoicing the child?
In order to invoice any child at your institute, you first need to add a plan. The plan is the service you are offering this child. For example, you can have a child who will be attending a full term and another child who attends three days a week on a weekly basis. This is where the plan comes in so you can differentiate how each child's family will be billed.
To add a plan for any child, follow these steps:
Navigate to the child's profile
Click on the Plan tab
If you haven't created a plan yet, click Create New Plan. If the child already has a plan you add a Schedule Change.
Choose the start date of the plan. By default the start date is the child's registration date.
Select the calculation method. If you will be charging the child on a monthly basis choose Monthly. If the child will be billed for a full term or a package then choose Actual.
Select the package or add the sessions that the child will be attending by clicking the Add button on each of the days you want to add the session to.
If there is a discount that you need to apply select it from the Discounts drop-down menu.
Save the package.