Learn how to create invoices
Here you will learn how to generate an invoice that is based on the child's plan. To generate a manual invoice that doesn't require a plan, please find the steps here.
If you don't have an invoicing rule set up or you want to manually generate an invoice, follow these steps:
Navigate to the child's profile
Click on the Invoices tab
Click the +Add New button
Choose New Invoice
Select the following required fields:
The person who is being invoiced
The invoice period: is it a month or a custom period
The date of the invoice
The due date of the invoice
You can add notes to the invoice.
The system will automatically calculate the invoice amount based on the child's plan.
Finally, click Create.
Canceling an invoice will generate a credit note with the invoiced amount. To cancel an invoice, follow these steps:
Click on the invoice number
Click Cancel Invoice
The system will show you a confirmation message that canceling the invoice will generate a credit note. Click Yes to proceed.