Once the user has generated an invoice, they can send the invoice to the parents by clicking the ‘Send Invoices’ button in the top right-hand corner of the screen.

This will open a ‘Send Invoices’ pop-up window in which the user can enter details about the invoices they wish to send.

  1. The year the user is sending invoice emails for can be selected from this drop-down menu.
  2. The month the user is sending invoice emails for can be selected from this drop-down menu.
  3. The child/children the user would like to send invoice emails for can be selected here by entering full or partial details into the blank field. The user can select ‘All’ to email all the invoices which have not been previously emailed. The user can also select ‘All except “Funded Only”’ to send invoices for every child except those who are fully funded. There is also an option called ‘All including previously sent invoices’ which will send all the invoices regardless of whether they have already been sent.
  4. Once the user has entered details into the mandatory fields, they can click the ‘Send Invoices’ button to send the emails. This will send the invoices to all parents marked as bill payers for every child selected (for more information on setting a parent as a bill payer, please refer to the Children -> Adding a Child documentation on the Support Portal). A pop-up window will appear stating that the emails have been sent successfully.

Once the invoice emails have been sent, the user can see the date and time that the invoice email was sent by clicking on the invoice to view it in the child’s profile. At the top of the page is a section which lists the invoice status. Here it states the email status of the first two parents on the child’s profile. If the parent has been marked as a bill payer, the time and date the invoice was sent to them will be displayed here.