Debiting Invoices (Manually)

💡 Direct debits will be processed after 4:00 PM daily - Credit Cards are instant!

💻 Billing > Invoices

If you are not using Auto Debiting, the following methods can be used to debit invoices. Debit Now and Debit Latest Reference/Outstanding Invoices can only be used if you have a Merchant Account set up.

💡 Will not debit paused accounts or accounts in credit!

This button is the best way to manually bulk debit invoices with the same reference period. Once clicked, it will look at the first invoice at the top of your current invoice history (depending on the filters you have set) and debit all invoices with the same reference. This means you can use Family Tags, reference and transaction type filters to give you greater control over exactly which invoices you want to debit. 

In the first example, clicking Debit Latest Reference/Outstanding will only debit the first invoice in the list since the reference of the subsequent invoices is different.

In the second example, the invoice history has been filed by the desired Reference, so only those invoices show in the list. When Debit Latest Reference/Outstanding is clicked, it will debit all of the open invoices shown in the list.

Once Debit Latest Reference/Outstanding has been clicked, affected invoices will either pick up an Audo Debit date (queued) or the status will change to Pending/Completed (depending on the payment method). 

⚠️ Clicking Debit Now WILL debit paused account invoices!

To take payment of a single invoice, open the Tasks menu and click Debit Now.

⚠️ Clicking Mark Paid DOES NOT debit the invoice!

This function should only be used if you take external direct deposit payments from families where the amount paid exactly matches the invoice amount. Clicking Mark Paid will add a credit in the Family Transactions for the full invoice amount.

You can configure/activate this option in 💻 Billing > Family Accounts > Billing Structure (tab).

While families can always access their invoices and statements at any time via the app and web portal, you can also notify families that their invoices are available to view via Push Notification and/or Email.

Notification:

• Notify Families About Invoices
  

Email:

• Individually: Click Tasks, then select Email to send an individual invoice
• Bulk Actions on Invoices
  

Pausing an account will prevent the invoices from being debited using the bulk or automatic debit functions. Even if the account has been paused, if the invoice hasn't been refreshed to display the pause icon, it will still be debited!

1. Go to the Families Account Details page
2. Tick the Pause Debiting on Invoices checkbox
3. Click Update Account
4. Refresh any existing invoices to pick up the status change!

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