In this article:
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...