Learn how to create invoicing rules so you can automatically generate invoices
What is an invoicing rule?
An invoicing rule is a rule used by the system to generate an invoice. This rule lets the system know when the invoice should automatically be generated and when it is due.
Create an Invoicing Rule
To create an invoicing rule, follow these steps:
From the bottom left of the screen, click on the settings icon.
Go to “Billing,” click the drop-down menu, and select “Reminders and Automation.”
Click on the +New Rule button
Add the required information
Click Save
Pro Tip: If you would like this rule to be your default rule, click the checkmark next to set as default. Making it the default rule will assign the invoicing rule to all future children.
Assign Invoicing Rule
If you set an invoicing rule as the default, it will be assigned to all newly added children. However, to apply the invoicing rule to existing children, you must assign it to them.
To assign an invoicing rule, follow these steps:
Navigate to the child's profile
Click on the Invoices tab
Click on Assign Payer
Choose the invoicing rule you want to apply
Click Save