Generating Invoices (Manually)

1. How to Generate Invoices
2. How to Email Invoices
3. Viewing Generated Invoices
   
4. How to Read Invoices
   

1. Go to 💻 Billing > Invoices
2. Enter the dates of the invoice period (ending on the date you want them to be paid up to)
3. Select - All Families - OR tag specific families OR select tags
4. Optional: Select a Due Date
5. Optional: Write a message to appear in the invoice
6. Click Generate Invoices

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• Exclude Families selected - generates invoices for all families EXCEPT for the ones tagged

• Include Future Credits - Adds credits that are beyond the end date of the invoice period

• Use Entitlements (instead of CCS History) - only applicable for future invoices where forecasting CCS Estimates

1. Click Get Invoices in the Invoices History section

Refresh Invoices:

You can refresh an Open invoice by clicking the circle icon under the Status tag. You can also regenerate invoices in bulk using Bulk Actions.

Invoice Tasks:

• Debit Now
• Email
• Print
• Delete Invoice (open invoices only)

Notification:

➜ Notify Families About Invoices

Email:

➜ Bulk Actions on Invoices

➜ Parents Cheat Sheet - Reading Your Invoice

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