Create Invoices

When creating invoices, you have the choice of creating invoices manually for each billing cycle, or you can create recurring invoices that generate on a schedule you set. In this article, we discuss how to create invoices each billing period. For more information about working with recurring invoices, see Create Recurring Invoices.

  1. From the menu to the left, click EasyPay.
  2. Click Income. The Invoices page opens.
  3. Click Add Invoice. The New Invoice page opens.
  4. In the Billing Details section:
    1. Click the Invoice Date box and select the invoice date from the calendar. This defaults to today's date.
    2. Click the Terms drop-down menu and choose from the following:
      • Due on Receipt
      • Due in 7 Days
      • Due in 15 Days
      • Due in 30 Days
      • Custom
    3. If you selected Custom in Step 4b, click the Due box and enter the number of days from the invoice date that this invoice is due. The Due Date field to the right updates automatically.
    4. Click the Billing Period boxes and set the first and last day of the billing period for this invoice.
  5. In the Payment & Notification Options section:
    1. Click . The Payment Options dialog box opens.
    2. Check the box next to each payment method to allow for this invoice.
    3. Click Save. The Payment Options dialog box closes.
    4. Check the Send Email Notification to Payers box to send an email to payers once this invoice is completed.
  6. In the Participant Care section:
    1. Click the Participant drop-down menu and select the participant to add to this invoice. If there is a default rate set on the participant's account, the Rate and Rate Type boxes populate automatically.
    2. Click the Rate box and enter the base rate to charge for this participant.
    3. Click the Rate Type drop-down menu and choose from the following:
      • Hour
      • Half Day
      • Day
      • Week
      • Two Weeks
      • Month
      • Attendance
    4. Click the Qty box and enter the number of units charged. For example, if you selected Day in Step 6c, this would be the number of days for which you are charging.
    5. Click the Fee box and enter any additional fees charged.
    6. Click the Discount box and enter any discounts that apply. This can be a dollar amount or percentage. To change it, click the $ drop-down menu and select %.
    7. Click the Line Item Notes box and enter any notes about the charges.
    8. To add another participant to the invoice, click Add Participant and repeat Steps 6a-6g. Participants must be set up as siblings before you can add them to the same invoice.
  7. In the Other Billable Items section:
    1. Click Description box and enter a description of the billable item. For example, you may be charging for diapers.
    2. Click the Rate box and enter the rate charged for this time.
    3. Click the Qty box and enter the amount of this item to bill.
    4. Click the Discount box and enter any discounts that apply. This can be a dollar amount or percentage. To change it, click the $ drop-down menu and select %.
    5. Click Add Item and repeat Steps 7a - 7d for each billable item to add.
  8. In the Payers section, check the box next to each payer who should receive this invoice.
  9. Click the Note box and enter any notes about this invoice. To show this note on the payer's copy, check the Show on Payer Copy box.
  10. Click Preview. The invoice is saved and the Preview Invoice page opens.
    Note: If you click Save for Later, the invoice is saved as a draft. You must click Preview to create and send the invoice.
  11. Review the invoice and ensure that everything is correct. You can also review and update the email sent to the payer upon receipt.
  12. If you are ready to send this invoice, click Create & Send. To keep it at draft status, click Keep As Draft.