Manage Invoices

Articles

Create an Invoice
You can create invoices and email them to payers. 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 i...
[VIDEO] Create a Recurring Invoice
You can create invoices and email them to guardians. 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 ...
Apply Credits to New Invoices
If a guardian has a credit on their account, you can apply it to a new invoice as you create it. From the menu to the left: If you are a home childcare provider, click Accounting . If you run a commercial childcare center, click EasyPay . C...
View Invoices
All invoices are stored on the Invoices page, including recurring invoices. This page gives you an overall view of pending and paid invoices, a total balance summary, and allows you to access invoice details and balance details. View the Invoice ...
Edit Invoices
You can edit unpaid, paid, partially paid, and recurring invoices, as needed. Note that you must remove payments from paid or partially paid invoices before you can edit them. Click the links below to jump to a specific invoice type. Edit Unpaid ...
Add Comments to Invoices
You can add internal comments to each invoice. Comments are stored on with the invoice, along with invoice history and payment activity. This allows you to keep a log of any pertinent information regarding payment. From the menu to the left: If y...
Record Invoice Payments
When a Payer makes a cash or check payment, record it as a payment on unpaid or partially paid invoices. If your Payer has account credits, you can also apply the credit toward the invoice payment. From the menu to the left, click Accounting . ...
[VIDEO] Record Refunds
With KidKare Accounting, you can issue refunds to payers. Refunds can be issued as cash, checks, or account credits. Refunded credit card payments must be issued as one of the aforementioned methods of payment, as Stripe does not issue refunds. Watc...
Email an Invoice
While you can email invoices when you create them, you can also email existing invoices. This is useful if the payer did not receive the first email. Before emailing invoices, verify that you have the correct email address on file for the payer. ...
Print Invoices
You can print invoices of any status from the invoices list or from the View Invoice page. Click a link below to jump to a specific method. Print Invoices from the Invoices List From the menu to the left, click Accounting . Select Income ...
Delete Invoices
You can delete invoices from the Invoices page, the Recurring Invoices page, and the View Invoice page. However, if an invoice is at Paid or Partial status, you must refund or delete the payments recorded to that invoice before you can delete it. Fo...
Restore Deleted Invoices
If you delete an invoice or recurring invoice in error, you can restore it. When you restore an invoice, it is restored to its original status. Click a link below to jump to a topic. Restore a Deleted Invoice From the menu to the left, click A...