Learn how to easily view your generated invoices, ensuring accurate information and make easy edits before sharing with parents and carers.
Introduction
After generating an invoice, it is important for you to view the data to ensure its accuracy and apply any last-minute alterations (Funding). All before downloading them to share with parents and carers.
We have developed an easy-to-read Invoice that holds all the key details for your children at your Early Years setting while laying it out in a clean yet visually appealing style that will elevate your business to the next level.
How do I view an Invoice?
To view an invoice you must follow these steps:
Step 1 – Select a child with known invoices available to expand the Attendance & Invoicing table
Step 2 – Select 1 invoice that you would like to view
Step 3 – Ensure that you have only 1 invoice selected
Step 4 – Select the Action Menu in the top right-hand corner
Step 5 – Select View Invoice
This will launch the View Invoice Page
Invoice Navigation
Our Invoice is made up of key details:
Invoice Header
Invoice Status – Get a snapshot of the status of your invoice
Company Name – The name or your Early Years business
Invoice Number – Auto Generated
Invoice Name – Defined by your date range selections
Child’s Name – Name of the child for the invoice
Invoice Date – Definated by Create Date
Invoice Period – Date range, Academic Year OR term time based on your settings
Due Date – When is this invoice due for payment
Invoice Total – Total value of fees removing any reductions such as Funding
Attendance Data
Week-by-week breakdown – View in a tidy week view
Sessions Booked – Bookings from your created Sessions
Extras Booked – Bookings from your created Extras
Itemised Fees – A summary of your week in written form
Total Paid – Total value paid, based on Invoice status (Status: Paid, will update this value)
Current Amount Due – Outstanding payments on this invoice
Funding
Last but certainly not least, we have Funded at the bottom of the page. You can learn about applying Funding to an invoice in our dedicated help article below:
Funding can be presented on an invoice in 2 ways:
Before Reduction – No funding applied, Funding is editable
After Reduction – Funding is applied and reduction is taken from the invoiced attendance and extras values.
Funding is not editable. To edit funding, you must void an invoice and start again. More than 1 funding can be applied to 1 invoice. Simply repeat the process and it will continue to add additional lines of reduction to the invoice.