Pre-Generating Invoices From A Plan
If you prefer to view all invoices ahead of time, you need to add an end date to the plan. Once the end date is added, you can generate all invoices by following these steps:
1. Click on **Generate** at the bottom left of the screen.
2. A pop-up window will appear to confirm you want to generate all invoices. Select Generate.
3. Click **OK**.
You will automatically be redirected to the **Invoice** tab, where you can see all the created invoices. These invoices will remain in **Planned** status until the send date. However, if you choose to print or send an invoice, its status will change to **Pending**, making it visible to the parent.
Handling Early Program Departures
If a family leaves the program before the Plan end date and you have already generated the invoices, follow these steps to update the Plan and void unnecessary invoices:
1. In the **Billing Module**, go to **Plans** and click on the plan ID number you need to update.
2. In the **Plan** tab, click on **Edit**.
3. Change the end date and click **Save**.
4. Go to the **Invoice** tab.
5. Click on the invoice ID you need to void.
6. In the invoice, select **Edit**.
7. Click on **Void**.
8. A pop-up window will appear to confirm you want to void the invoice. Click **Yes**.
Repeat this process for all invoices that are no longer needed.
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