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 add charges to a child’s account and how to generate an invoice in real-time.
Tap on the child’s profile that you would like to add a charge to and click over to the Billing tab.
To add a charge:
1. Scroll down to Pending Charges and click “Add Charge”.
2. Select the item you would like to bill the child for, set the quantity, and adjust the price if needed. If you choose to leave a note, this note will be visible to family members. Once you have entered the applicable information, tap “Save”.
3. You’ll find your item under the “Pending Charges” section. You can then choose to send an invoice for just the pending charge by selecting “Manual Invoice”, send it manually with their billing plan, or wait for it to be scooped up with the next round of automatic invoices.
4. If you would like to send the charge as soon as it is added, click "Manual Invoice". You will then have the option to set a specific due date, otherwise, the invoice will respect your set billing schedule.
5. The invoice for the pending charge(s) will then show up under the child's Transactions tab, ready to be paid!
For more information on how to send a manual invoice for enrollment plans and charges, click here.
Tips to remember:
The “+Manual Invoice” button will only include items in the “Pending Charges” section. This invoice will not include any recurring billing plans.
The "Pending Charges" section will only hold one-time charges. These charges do not occur on a weekly or monthly basis. Examples may include an enrollment fee, drop-in care charges, field trip dues, or late pick-up fees.
To add billing plans or items, check out this helpful guide
For additional help, please email support@lineleader.com