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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.

  • Click 'New'

  • 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)

  • Choose which funding you would like to apply to this invoice profile, if any

  • Click 'Create'

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.

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