How Draft Invoices & Credit Notes Work

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For the sake of ensuring that you have more control over what is emailed out to customers and when; Enrolmy will always generate draft invoices and credit notes when manual changes are made by yourself or staff. Changes such as;

• Attendance changes
• Booking management changes
  • Edited bookings
  • Moving a child to another activity
• Generating bulk invoices in arrears
• Crediting for make-up classes
• Adding children to classes or sessions
• Cancelling bookings

Draft invoices are automatically generated when;

• Your staff generate invoices in bulk when invoicing in arrears for before and after school care and holiday programme activity types.
• Your staff quick book a child into an activity.
• Your staff manually add an attendee to an activity and choose to generate an invoice.
• Your staff add a session against a child on the attendance form, that has not already been paid for by the parent. 
• Your staff convert an adjustment to an invoice from within classes and lessons, holiday programme, team sports, or registration activity types.
• Within the classes and lessons activity type; your staff move a child to another activity.

Draft credit notes are automatically generated when;

• A fully paid booking is cancelled
• A session is cancelled that has been paid for. 
• A student is marked absent, with no charge - but they have paid for the term already
• Your staff convert an adjustment into a credit note

Awesome! Now you should understand what circumstances trigger automatically generated draft invoices and credit notes!