Invoices: Adding an extra charge for a child

[EmilyTapestrySupport]

In this tutorial we will look at how you can add a one off extra charge. If a child has extra charges that will need to be charged for regularly, e.g. lunches for every day they attend, you can apply these charges to their regular schedule. This tutorial will talk you through how to do this. 

Extra charges can be any additional product/service/consumable that you wish to regularly charge for such as lunches, nappies and trips!

Before you are able to add an Extra Charge you will need to set up some Extra Charges in your 'Config'. If you haven't done that yet then this tutorial will guide you through it.

 

The first thing you'll need to do is to navigate to the 'Booking' page (1) and then select 'Children' from the menu on the left-hand side (2). Then click on the child you wish to add an extra charge for (3). This will take you to that child's dashboard. Here you can see any extra charges, extra bookings or planned absences the child already has in the bottom left-hand corner (4).

To add a new extra charge, click on the 'New' button in this section (5). 

You can also go to the 'Extras & Absences' tab at the top to do this (6). 

 

 

 

When you click the 'New' button (1) you will see three options appear, to create an Extra Charge you just need to select 'Charge' (2). It is the same process to do this from the 'Extras & Absences' tab.

 

 

On the pop-up you will need to select the type of extra charge (1), the quantity of that extra charge (2) and a start date (3). You will then be able to see the price of this extra charge which will be reflective of the quantity of the extra charge (4). You can also decide whether you would like the extra booking to repeat weekly (5) - if you do this you will be able to select an end date.

In the last section, you have the option to add a note (6) which will appear next to the extra charge when you select to view all of your extras and absences.

On the right you can access links to open the child's regular schedules, room moves or extras and absences in a new tab (7).

Once you are done, click the 'Create Extra Charge' button at the bottom right (8).

 

 

You should now be able to see your extra charge under in the 'Extras & Absences' section. You can use the buttons to the right of your booking to make any edits (1) or delete it (2).

 

 

If you are doing this from 'Extras & Absences' tab (1) you will also see the price of the extra charge (2).

 

 

 

 

Back to Main Tutorials Page