Manage Invoices
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      3. Manage Invoices

      Generate Manual Invoices

      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:

      1. Navigate to the child's profile

      2. Click on the Invoices tab

      3. 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.