Invoice Screen Overview

This help article will assist you navigating through the invoice screen.

The Invoices screen allows you to view and manage the Invoices for Families at your Service.

Family Invoices can be viewed and downloaded by the Service either via:

Step 1: Select the payment and billing from the left-hand side menu.

Step 2: Select Invoices from the top menu.

Issued Date From - Issued Date To

In this search bar, you will be able to view invoices from the selected date range.

Filter

You can use the filter option to do an advanced search for an invoice.

Bulk Action

You can use this option to download a number of invoices at once, or email more than one family.

Add an Invoice

You can use the green plus box to add an invoice.

Date

The date listed will be the date that the invoice was issued.

Account and Family

The account and family listed will be the family or account that statement was issued to.

Children

The children listed will be the children in the family that the statement was issued too.

Invoice Number

The invoice number is the number that will appear on the invoice. You can also use this invoice number to search for a specific invoice.

Payment Method

The payment method will reflect the payment method that the family has chosen to make payments with such as direct debit or bank deposit.

Invoiced Amount

This is the amount that the family will be invoiced, for a specific invoice period.

Due Amount

This will a reflection of the invoice amount as well as any other outstanding payments that have not been paid.

Due Date

The due date will reflect the date which the invoiced amount needs to be paid by.

Invoiced Status

This will reflect whether the family has made a payment for a that invoiced amount.

Email Status

The email status will allow you to see whether the statement has been delivered to the family. bounced, opened or deferred.

For more information, please browse our support documents or alternatively contact our support team.

Updated on: 30/10/2024

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