Batch invoicing allows you to send invoices for multiple children at once, instead of creating them individually from each child’s profile. This is useful when invoicing for a specific period across your setting.
Where to Find Batch Invoicing
To access batch invoicing:
Head to Finances in your sidebar
Select Invoicing
From here, you can create and manage invoices for multiple bill payers at once.
Understanding the Batch Invoicing Overview
The batch invoicing page gives you a full overview of invoices across your setting.
At the top of the page, you can select the Period and Due date for the invoices you want to view or send.
Below this, you’ll see a table:
The left column shows all bill payers
The top row shows months or weeks, depending on your setup
The row directly below the months or weeks shows the total value of invoices sent for the entire setting for each period. You can invoice the entire setting by selecting the checkbox next to your setting’s name.
💡 Each figure in the table represents the value of invoices sent in that period, not the expected revenue. To view expected revenue, go to All Revenue Details under Revenue and Debt
Bill payers will have a checkmark next to their name if they have items ready to invoice for the selected period. You can select or deselect bill payers at any time using the checkboxes.
Invoice Colours and Indicators
Invoice figures are colour-coded to help you quickly understand their status:
A yellow dot indicates that the value has changed compared to the last invoice sent
A blue dot indicates that a child has no recent invoices
You can click on any figure to open and view the full invoice.
The final column on the right shows the value of invoices ready to be sent for the selected invoicing period.
This amount is based on the period selected at the top of the page
You can click the figure to preview the draft invoice
How to Batch Invoice Your Bill Payers
Batch invoicing lets you send multiple invoices in one action.
To send invoices:
Go to Invoicing
Select the invoicing Period and Due Date
You may see a list of Unresolved Issues. These must be resolved before invoices can be sent. In many cases, this can be fixed by clicking Add Bill Payer, but each issue will include a note explaining what needs to be updated.
Once everything is ready:
Click Create and Send XX Invoices at the top of the page
Bill payers will then receive:
An email with a copy of the invoice
A post on their personal profile’s newsfeed
Cancelling Invoices in Batch
You can also cancel invoices in bulk if needed.
Find out how to do this here:
🔒 Batch invoicing is not available on the Famly Free package