In this article:

This article is only for customers using Improved Actuals for invoicing. Unsure if that applies to you? Check here.

What are Plan Parts?

Plan Parts basically allow you to add two parallel plans to one child, according to two attendance patterns. In Improved Actuals, this feature is available with actualised billing and must be enabled by customer support.

For example, a child may attend 5 days a week term time (and receive funding), but only attend twice a week during holiday time (and does not receive funding). In this case, you would be able to add two plans according to two attendance schedules described- one for term time and one for holiday time.


Step 1: Create the Invoicing Profiles

Requirements for Plan Parts:

  • Invoicing Profiles must use Attendance Schedules with specific dates

Invoicing Profile 1: Term Time

  • Create an Attendance Schedule and name it 'Term Time'.

  • Select 'specific dates' and enter the specific term-time dates. Mark in-term dates as purple, and out of term dates white

  • Click 'Create'

  • Next head over to Invoicing Profiles and select 'New'

  • Select the Term Time Attendance schedule, and edit the title as you'd like

  • Choose Actuals invoicing

  • Choose whether Funding can be applied to this profile


Invoicing Profile 2: Holiday Time

  • Create an Attendance Schedule, name it 'Holiday Time', select 'Specific Dates'

  • This time, when entering the dates, mark term-time dates as white, and holiday time as purple.

  • Click 'Create'

  • Next head over to Invoicing Profiles and select 'New'

  • Select the Holiday Club schedule, and edit the title as you'd like

  • Choose Actuals invoicing


Step 2: Add the booking patterns to a child's plan

Invoicing Profile 1: Term Time

For example- 5 days a week during Term Time + Funding + Full Time Discount

  • Got to the child's profile and select the 'Bookings' tab

  • Next to Plans, click Create new plan

  • A window will open (as shown below)

  • Be sure to select the first attendance schedule and actuals invoicing

  • The funding must be added to the first booking pattern added

  • After adding the booking pattern, click the '+ Add booking pattern' in the bottom left corner of the plan


Invoicing Profile 2: Holiday Time

For example - 2 days a week during Holiday Time, no Funding, no Discount

  • Select the second attendance schedule from the drop down menu

  • Add the booking pattern and remove any funding and discounts now

  • Click Save

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