Go to the child’s record under the Children menu.
We can setup the invoicing for the child account and assign fees on the Accounts & Fees tab. Before we do this, make sure that you have at least one x payee assigned to the account. This can be done from the Contacts tab.
Navigate to Accounts & Fees tab then click the + button to Add New Fees. If you only have ONE payee for this account, then you don’t have to do anything. The system will automatically retrieve and populate that payee by default in the Payee name as shown in snapshot below.
However, if a child has more than one payee and the account needs to have different charges set up for each of those payees, then select them from within the Payee dropdown and assign the fees accordingly.
Now you would wonder why do we need to assign a payee per fee type?
This is so that if there are separated family accounts or fees that are shared between the caregivers then they can be assigned individually to each account.
Adding new Fees
Click the + button to add new fees.
- Select the fee name then the amount gets auto populated.
- Add Effective Start date
- Select WINZ checkbox if there is a WINZ payment; you will see the Note field with the relevant info.
- Save and Continue
- Adding Fixed fees
- Adding Hourly fees
Please note: The total sum will not be shown in this window for Hourly Fees structures.
Recurrence Pattern:
- Fees will be applied to a child with a re-occurrence pattern or a one-off payment.
(This will generate an automatic billing report for the invoice). - Effective start date cannot be earlier than the present date.
- The Generate Invoice button will generate an invoice for you for the fees you have just added.
