A void will appear on each Ledger Card that was included in the batch. You may print a Report showing what items were part of the batch or, If needed, void the entire batch at once – just click Void Batch. At the Batch Detail screen you’ll see all items that were part of that batch.Dbl-click the line you wish to view or void. At the Automated Contract Billing screen, a list of recent billing batches will be displayed under the heading Automated Contract Billing History.Hint: Place a check in the column header to select all accounts or click just to the right of the check box to sort according to which families are selected and which are not. A gray light bulb indicates a “Hidden” account. Select the accounts you wish to process and make any necessary changes to the Amount or Multiply columns.This is the number of cycles (weeks, months, days) for which you are billing.Įxample: If you were billing for 2 weeks at once, changing the multiplier to 2.00 would double the amount for everyone, although you may manually adjust the multiplier for individual line items on the next screen. The Default Multiplier is usually 1.00.Note: If the entire comment ends up being too long (more than 50 characters), it will be truncated.
#Bulk invoicing in billings pro full#
You may also customize the comment (for example, to include the dates of service) and include a variable, like Week of June 11-15:, which would end up showing “Week of June 11-15: Full Time: Elizabeth”, if “Full Time” was the comment in the Billing Box of a child and “Include Child’s Name in Comment” is checked. Hint: You may choose a preset comment, like days $, which would display the multiplier with the amount from the Billing Box, for example “5 Days $20.00”. Check the box “Include Child’s Name in Comment” if you want the name of each child to be added to the comment. In most cases you’ll leave it as, which will use the individual comment from each child’s Billing Box. Note: The “Enrolled As Of” date and the Post Date should usually be the same. If you are billing for next week you’d pick a date like next Monday to indicate the week for which you are charging. This is the date the transaction will be recorded on the Account Ledger Card. Note 2: If you have different billing rates (in the child Billing Box) for each schedule, the rate used will the one assigned to the schedule as of this date. Note 1: Their Enrollment Status as of that date must be “Enrolled”. This will include only children who are actively enrolled.
Select a Date for “All Children Enrolled As Of”.Mark the Contract Cycle(s) you wish to process at this time, like “Weekly” or “Monthly”.Hint: Do you have Drop Ins? Learn about the Drop In Contract Billing feature. Once Contract Billing is complete each family (or agency) will have a balance due on their account.Īt the main screen of Family Data & Accounting go to Functions > Family Accounting > Automated Billing Procedures > Contract Billing. Automated Contract Billing copies recurring weekly or monthly fees from each child’s Billing Box to the Ledger Card.
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