Articles on: Payment & Billing

Invoices - Direct Debit Processes & Emails

This article will assist you with understanding the process from Invoice Generation to the Creation of Transactions and emails that are sent to Guardians.

Overview

When invoices are generated either automatically or manually from the software, there are particular email templates that will be automatically sent out to Guardians.

The creation of the Invoice will also create Direct Debit transactions for Families who are set to Direct Debit on their Payment Account. see: Adding Family Direct Debit details

To assist you further with managing your settings see: Payment & Billing Settings: Invoice And General Settings Configuration

Email Statuses

There are a number of different statuses that email can have in the email history screen in Xap. The below table details these statuses and necessary actions.

Updated on: 08/01/2024

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