Manage Invoices

Find out all there is to know about creating, managing, and emailing invoices for parents.

Articles

[VIDEO] Create an Invoice
You can create invoices and email them to parents. You can either create an invoice each day/week/month, or you can create recurring invoices. In this article, we discuss how to create a single invoice. For more information about creating recurring ...
[VIDEO] Create a Recurring Invoice
You can create invoices and email them to parents. You can either create an invoice each day/week/month, or you can create recurring invoices. Creating recurring invoices allows KidKare to automatically generate invoices for you using the billing fr...
[VIDEO] Apply Credits to New Invoices
If a parent has a credit on their account, you can apply it to a new invoice as you create it. From the menu to the left, click Accounting . Click Invoices . The invoices page opens. Click New Invoice . Begin setting up the invoice as...
Edit Invoices
You can edit both paid and unpaid invoices, as needed. While the base process is the same, you must first remove payments from paid invoices before deleting them. Edit Unpaid Invoices From the menu to the left, click Accounting . Click In...
Email an Invoice to Parents
While you can email invoices to parents when you create them, you can also email existing invoices to parents. This is useful if the parent did not receive the first email. Before emailing invoices, verify that you have the correct email address on ...
Print Invoices
You can print invoices of any status. From the menu to the left, click Accounting . Select Invoices . The Invoices page opens. Filter to the invoice(s) to print. Check the box next to the invoice(s) to print. You can also check the bo...
Close Invoices
Close invoices with unpaid balances before you delete them. Closing an invoice clears the balance due from your records. From the menu to the left, click Accounting . Click Invoices . The Invoices page opens. Click the invoice to close. The I...
Delete Invoices
Wait!  Does the invoice you need to delete have an unpaid balance? If so, you must close the invoice before you delete it. Closing an invoice removes the unpaid balance from your records. See Close Invoices   for instructions. From ...
Delete Recurring Invoices
From the menu to the left, click Accounting . Click Invoices . The Invoices page opens. Click the Recurring Invoices tab. Check the box next to each recurring invoice to delete. Click . At the Are You Sure prompt, click OK. ...
Clear the Balance of a Deleted Invoice
If you delete an invoice without closing it first, the balance due remains on that invoice and on the parent account. To correct this issue, restore the delete invoice, close it, and then delete it again. From the menu to the left, click Accounti...
[VIDEO] Customize the Invoices Page
You can customize the Invoices page so you only see the information that is most important to your business. Watch the video below for more information, or read the article that follows. Customizing the Invoices Page To access the Invoices...