While automatic invoicing is a big timesaver, there will surely be times when you need to send an invoice immediately. This guide will help you learn how to generate an invoice in real time.

This guide also features how prorating discounts works with manual invoicing.

1. Tap on the child’s profile that you would like to add a charge or send a manual invoice on and click over to the Billing tab.
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2. Ensure the child’s billing plan(s) look correct.
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3. Click “Manual Plan Invoice”.
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4. Select which billing plans you would like to include in the invoice and whether you would like to include the Pending Charges. You can also customize the period start date and due date.
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5. Once you click “Send Invoice Now” the parent will get a notification that they have an open invoice. You can then go over to the child’s transactions tab to review the invoice.
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Overview:

With our latest feature update (May 2023), you can now prorate discounts that are entered as a dollar amount at the same rate as the invoice when a manually issued invoice is generated.

How it works:

When you manually prorate an invoice, the dollar discount will also be prorated proportionally.

Example:
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- Original situation: You have a $100 tuition plan with a $10 discount assigned.
- New invoice: You manually prorate this by 50%, creating an invoice for $50.
- Discount with new feature: The $10 discount is also prorated by 50%, becoming a $5 discount.
- Final charge: The customer will be invoiced $45 ($50 invoice less a $5 discount). This feature maintains the proportionality between the invoice total and the dollar discount, ensuring consistency in your billing process.

Please note: This update only affects discounts entered as a dollar amount. Percentage-based discounts already behave this way and will not be affected by this update.

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For more information on adding pending charges to a child’s profile, click here.