Invoicing Profiles
Julia Rose avatar
Written by Julia Rose
Updated over a week ago

Invoice Profiles

Invoicing profiles determine the way a bill payer is invoiced. You can choose whether to invoice:

  • over the full year.

  • just term time.

  • annualised - the price of a week is multiplied by the amount of weeks the child attends, then divided into 12 equal monthly invoices.

  • actuals - where bill-payers are invoiced the exact amount of care (and extra products and services) received during that invoicing period.

  • with any funding grants that apply.

To create invoice profiles, you'll need the 'Manage Financial and Occupancy Settings' permission enabled.

To Find Invoicing Profiles

  • From your setting overview, click on the Get Started button.

  • Next, select Invoicing profiles (or 'Billing profiles' if you're in the U.S.)

You will now see the Invoicing profiles menu, with three tabs:

  • Overview - will show a list of all of your existing invoicing profiles. You can also create a new invoicing profile from this page.

  • Attendance schedules - is where you can create and view which sessions or days the children in your setting can attend. These are required for a new invoicing profile.

  • Funding Grants - is where you can add and view possible funding for sessions the children attending your setting can receive.

There is a video to the right of this screen, to guide you through the feature.

I'm ready to get started...

Did this answer your question?