Where to find Batch billing
With Batch billing, you can streamline your invoicing process. Instead of sending invoices one by one from each child's profile, you can send invoices for multiple children to their respective bill payers all at once, covering a specified time period. Batch billing is here to help with efficiency and simplicity in managing payments.
To find Batch billing:
Click on Finances in your sidebar
Then click on Billing
Batch billing overview
At the top of the page, you have the option to choose your billing period, may that be for a week, a month, or a custom period. You can also select a Due date in the date picker below. In Show advanced, you can enter an Invoice date that defaults to today's date if left blank. You can also choose whether you'd like to send any bills created as an email to bill payers and recipients.
The table at the bottom shows a column of Bill Payers on the left and a row of Months/Weeks across the top.
The row directly below the Months/Weeks row shows the total value of bills sent out for the entire center each month. You can send bills to the entire center by checking the checkbox next to your center's name.
The figures in each column represent the value of the bills sent out in that month, not how much revenue to expect from that month.
Bill payers will have a checkmark next to their name if they have items to bill for within the billing period you chose at the top of the page. You can check or uncheck bill payers at any time by clicking on the checkboxes.
The right-most column represents the value of invoices to be sent out for your current chosen invoicing period.
The amount shown is based on the invoice period you selected above and can be clicked in order to see a draft of the invoice.
A yellow dot means that the figure differs from the figure on the last invoice.
A blue dot means that no recent invoices have been sent for that child.
How to bill your bill-payers in batch
To send out multiple bills at once:
Enter an invoicing Period and a Due Date
You may see a list of Unresolved issues. This usually means that the child does not have a bill payer linked to their account, or they don't have any plans or purchases to bill for in the period you've selected. If these issues remain unresolved, these children will not be included in the batch billing.
Once you are ready, navigate to the top of the page, and click on Create and send invoices.
The bill payers will receive an email with a copy of the invoice and a post on their personal profile's newsfeed
