Automatic Invoices

💡 Auto Invoices only generates Invoices. You need to set up Auto Debiting to ensure that invoices are debited automatically

This feature allows you to automatically generate invoices on a specific date (for a specific period) and will repeat every one to four weeks (depending on your configurations) until deactivated. You can set up Families in Bulk or Individually on different billing cycles.

💻 Billing > Family Accounts > Billing Structure (tab)

1. Check the option 'System to Automatically Create Invoices'
2. Click Update Billing Structure

💻 Billing > Family Accounts > Set up Billing Dates (tab)

1. Select the Families (hold Ctrl/Command or Shift to select multiple/range) or Family Tags
   
2. Select the Next Billing Date - the first/next day invoices will be generated
3. Select the Period Starting - the start date of the invoice (must be a Monday!)
4. Select # of weeks - determines the length and frequency of the invoice
5. Click 'Bulk Update Automatic Billing' - once applied, the family accounts will have a button with the next cycle dates

💡 In the above example, the account is configured to generate invoices on a Monday (the 14th) for 2 weeks in the future (the 28th) for 1 week.  Because the number of weeks is 1, the invoice period will be Monday 28th August - Sunday 3rd September and the cycle will repeat weekly.

• The 'Next Billing Date' can occur on any day of the week (Monday - Friday), but the 'Period Starting' must always be on a Monday
• If you want to invoice Fortnightly, the number of weeks should be 2 (which would generate an invoice period Monday 28th August - Sunday 10th September)

💡 You will need to complete this step for all new families that enroll after setting up automatic invoices!

💻 Billing > Family Accounts

1. Click on an account name
2. Select the Next Billing Date - the first/next day invoices will be generated
3. Select the Period Starting - the start date of the invoice (must be a Monday!)
4. Select # of weeks - determines the length and frequency of the invoice
5. Click 'Update Account'

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