Creating an invoice profile
In the 'Overview' tab in 'Invoicing profiles' you can use the information entered in the 'Attendance schedules' and 'Funding grants' tabs to create a new invoice profile.
Choose an 'Attendance schedule' for this invoice profile to apply to
Give your new invoice profile a name
Choose whether you'd like to invoice as 'Annualised' or 'Actuals' (see below)
Annualised or Actuals
Annualised- this is if you take the weekly cost of a plan and multiply it by the number of weeks, before dividing by months. You need to decide how many weeks a child attends on this profile, and how many months you split the cost across.
Example: £120 per week x 52 weeks / 12 months = £520 per month.
Actuals- If you charge for the exact hours/sessions a child attends within a given period of time e.g. a week, month or term, select 'Actuals'.
You will not need to give any extra information in this case.