EmilyTapestrySupport Posted October 16 Posted October 16 Before generating your first invoice, we would recommend making sure you have your Invoice Configuration section filled in. This is where you can set what information is displayed in the header and footer sections of all PDFs you generate of invoices on your account. Here you can also the default due date for your invoices, which is the number of days after an invoice is generated that it becomes due. You can read more about how to do this here. Once you've completed these configurations, you can now generate your first invoice. If you want to generate invoices one at a time, then please have a look at the steps in this tutorial. Otherwise, if you want to bulk generate your invoices, go to Management System (1) > Finance (2) > Invoices (3) > and select 'Bulk Invoice' (4). You'll then be presented with a list of children that don't have an invoice within the selected date range. To change the invoice period you can either click on the current month to select a new month (1), or use a custom date range (2). You can also filter the list by room if you'd prefer (3). The invoice date will default to the current day (4) and the due date will generate depending on your due date config settings (5) but if you need to amend either of the dates just click in the relevant box. You will be able to preview the invoices (6), which will open up in a new tab. But if a child doesn't have a set bill payer then you won't be able to generate their invoice here (7) - please look at this tutorial for details on how to assign a bill payer. All children will be selected and you can de-select them if needed by ticking the box next to their name (8). You can 'Cancel' (9) and go back to the previous screen. Otherwise, when you're happy to proceed, click on 'Generate' (10). A popup box will then appear confirming the invoice details (1) and how many children an invoice will be generated for (2). 'Cancel' to make any changes on the previous screen (3) or proceed by clicking on 'Generate' (4). Once all of the invoices have finished generating you'll see a confirmation screen and message that the invoices have been generated. Next, you'll likely want to send them. To do this head to the unsent invoices (1) and follow this tutorial on sending invoices in bulk. (If you want to send invoices individually then you can refer to this tutorial instead.) If you have any questions about this please get in touch at customer.service@eyfs.info. Back to Main Tutorials Page
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