Learn how to generate manual invoices.
From time to time you may need to generate an invoice without creating a plan. For example, in case there is a new child at the center but they haven't decided on the plan they will enroll in.
To create a manual invoice, follow these steps:
Navigate to the child's profile
Click on the Invoices tab
Click the + Add New button and select Manual Invoice
A popup will appear and you can add the invoice details
Select the payer
Select the invoice date and the due date of the invoice
Select the invoice period (Optional)
Click Add item then add the description and amount of what you are invoicing. Select any taxes that need to be applied.
Add any notes (Optional)
When you are done click the Save button.