1. You are operating a Before and After School Care

  2. You need to generate invoices for customers/attendees of your Before and After School Care activity

  3. You have not yet created invoices, or alternatively, you need to re-invoice a customer/attendee

This document assumes the following:

  • You have completed the attendance for the Before and After School Care timeframe you are invoicing for

  • You have completed the WINZ/OSCAR reconciliation process

It is important to note that you need to complete attendance reconciliation and WINZ reconciliation (if applicable) prior to invoicing. Enrolmy will not allow you to generate invoices until these actions have been completed.

Generating Invoices

Create your invoices at the end of each week by clicking on the “Generate Invoices” tab. The date range in the “Invoices” and “Generate Invoices” tabs will automatically default to the most recently completed week for you.

You have the option to exclude customers that have already been invoiced as well as apply any outstanding prepayments to each invoice automatically.

  1. Click on the Generate Invoices tab

  2. Select the week you wish to invoice from the date range drop-down list

  3. Select the attendees you wish to invoice or click select all.

  4. Click the orange “Generate Invoices” button.

5. Draft invoices will be created for each attendee.

  • If applicable, WINZ credit notes and prepayments will be automatically applied.

6. Head to the Money tab where you can review the draft invoices just created and either:

  • Approve and email or;

  • approve

Awesome! You now know how to generate invoices!

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