Creating a Manual Invoice - Term Based Billing

Creating a Manual Invoice for Term Based Billing

This article will assist you with creating a manual invoice for a family for Term Based Billing charges

Overview

Invoices are generated based on your Service settings however for some services such as Kindergartens who charge per term invoices need to be generated manually.

If you are billing for attendances per Term, please see this guide on how to create Kindergarten Sessions. How to create Kindergarten Sessions

The invoice will include any charges you have added to family accounts. Charges must be added to accounts before the invoices are generated. Please see this guide for instructions on how to add Misc Charges to family accounts How to add a Miscellaneous Charge

Select the Payments & Billing Screen
Select Invoices
Select the Green + add button

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Select the accounts you wish to generate an invoice for
Select Specific Period
Enter your Term Dates in the Invoice From and Invoice To section
Select Save

Your invoices will then appear in the invoice list once they have been generated.

For more information on how to generate invoices manually please contact our support team via phone on 1300 543 729 or via email support@xap.com.au

Updated on: 07/11/2024

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