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.