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