Invoices

Articles

 Designate Payers for Invoices
Before an invoice can be created for a child, at least one of the parents or guardians must be designated as a "payer" of invoices. Log in to KidKare Go to Home > My Kids Select a child ...
 Create an Invoice
Quickly create and email invoices to parents. Make invoices recurring to save even more time. To create a new invoice: Go to Accounting > Invoices Tap the New Invoice  button Record all require...
How to Create a Recurring Invoice
Allow KidKare to save you time by automatically creating invoices for you! You create the first invoice and let KidKare do the rest! If you set up recurring invoices and ePay, parents will also have the option to use the Auto-Pay feature wh...
Record a Payment for an Invoice
To record a payment for an "Unpaid" or "Partially Paid" status invoice: Go to Accounting > Invoices  View an invoice by clicking or tapping on that row (if you don't see the invoice you need, ...
Delete a Recurring Invoice
To delete a recurring invoice: Select the Accounting >  Invoices option from the main menu. Hit the Recurring Invoices tab at the top. Place a check in the box next to the recurring invoice you want to dele...
 Add Siblings to the Same Invoice
Remember: Children are connected as "siblings" inside of KidKare based on their  "Payer."   Create a new invoice and fill in the first child's information. Click th...
Print a receipt for parents
You can print a receipt for your parents in KidKare. The receipt is the same thing as a "paid" invoice - the paid invoice will show the receipt total, the payments received, and the balance of the receipt. Paid invoices will have a balan...
Email an Invoice to Parents
Invoices can be emailed to parents when you create them, or later if you want. Before you email the invoice, you may want to verify the email address of the parent. You can do that by going to Home > My Kids , select the child, view/edit the g...
How to Customize the Invoice Screen
KidKare gives you several options to customize your Invoice Screen so you only see what is most important to your everyday business tasks.  Hide or Show Invoice Headers: Locate the orange sprocket in the top right corner of...
Invoice Status Types
To view your invoices go to   Accounting>Invoices .  There are 7 states an invoice can be in, which can be viewed under the   Status   header. Draft   - an invoice tha...
Print Invoices for Multiple Families/Children
Click on  Accounting > Invoices.  Choose the date range you would like to view, and select the status filters (all invoices, unpaid invoices, etc.) to filter for the types of invoices you're interested in printing.&n...
 Unable to add siblings to the same invoice
In order for multiple children to appear on one invoice, both children must have the same parent marked as payer within the child's profile.  Although the parents may appear the same,  the system may not recognize th...
Edit a Paid Invoice
To edit a paid invoice, you will need to delete the payment first: Login to KidKare Select the Accounting option from the main menu Select the Invoices option If the invoice doesn't automatic...
Clear the Balance of a Deleted Invoice
To remove the balance due showing for deleted invoices, you will need to close the invoice, instead of deleting it.  To do this: Login to Kidkare ​Go to  Accounting > Invoices Make sure you've ...
Record a Voucher/Subsidy Payment
Setting up a subsidy payment in KidKare is easy! Just follow the steps below: Once logged into KidKare, go to  Home>My Kids  and select the child that receives subsidy payments.  On the right hand side, find the&n...
How to Invoice Withdrawn Children
Quickly create and email invoices to parents. Make invoices recurring to save even more time. To create a new invoice that includes a withdrawn child: Go to Accounting > Invoices Tap the  New Invoice  button ...
Create account credits when a parent over pays New
When a parent over pays on an invoice, you can record the actual amount that the parent paid. Any amount above the balance due will show up on their account as a "credit" that can be applied either to their next invoice or ...
Applying credits to new invoices New
When a parent pays more than they were invoiced for, a credit will be created on their account. You can apply the credit to their next invoice. To create a new invoice and use an account credit: Go to Accounting > Invoic...
Applying credits when recording a payment New
When a parent over pays on an invoice, a credit will be created on their account. You can apply the credit when recording a payment.  For example, if the parent over-paid by $10 last time, and then knowingly paid $10 LESS ...