Where to find it?

You may access the Invoice settings tab by going to Left Menu > Edit Centre > Invoicing:

Here you will find multiple settings/options for Invoicing in Juniorlogs. You can enable/disable the following options as per your required.

Invoice Settings

We have two options under Invoice Settings for calculating hours for invoice.” Apply highest of booking or attendance” and “Apply maximum of booking and attendance”. Here we can also set the Discount for Absences and Charge Kiosk attendance hours option.

Apply highest of booking and attendance – system computes highest hours of either booking or attendance
Apply a maximum of booking and attendance – System applies earliest endmost time from booking and attendance of the child to compute maximum chargeable hours

For example, booking of a child was from 9 am to 3 pm and if the child attends 8.30 am to 2.30 pm
1. With “Apply highest of booking and attendance” settings system will calculate 6 hours which is the same as of total booked hours.
2. But with the new option “Apply a maximum of booking and attendance” settings, the system will calculate 6.5 hours. – Booked hours 6 (9 am to 3 pm) plus the time the child came outside of booking time (8.30 am till 9 am)

Discount for Absences – To enable Discount field on the attendance marking page
Charge Kiosk attendance hours – Attended hours are taken from Kiosk timings which could be more than your licensing hours.

Invoice Cycle Setting

You can also set up the cycle of invoices in Juniorlogs. Select whether you want to have the invoices in advance or in arrears. Also choose the period and which day of the week the invoices should start. Select the Invoicing start date and the due days of the invoices. Use this option to set up your weekly, bi-weekly, or monthly invoices.

Reconciliation

Under this section, you can set the system to do automatic reconciliation, finalize invoices, mark 0$ invoices paid and set a minor adjustment amount. For the payment reconciliation when ON, the newly received payments will be automatically applied on to the pending/ outstanding invoices – starting with the oldest invoice first.

Invoice Details and Communication

Apply past-due balance to invoice: Past due balance will be included in invoices
Apply Current Balance to Invoice: To show the current balance on the invoice

Read more on current balance to invoices: https://helpguide.juniorlogs.co.nz/knowledgebase/invoice-to-include-current-balance/

Send Email: Select if you would like the system to email invoices to parents when you finalise the invoices.
Attach Weekly Booking and Attendance report: Select if you like to attach weekly booking and attendance report to email
Attach latest transaction list: Select if you like to attach the latest transaction list to the email.
Send Copy of invoice to Centre Admin: Select if you like to attach latest transaction list to the email.
Calculate GST for WINZ: Select this if WINZ payments include GST.
Maximum number of Annual Holidays are allowed: Cap the number of annual holidays allowed for a child.
Reply-To field: This is used when invoice email is replied to.

Invoice Email Templates

Invoice Footer Notes

Similarly, you can also set up different email templates for the invoices. There’s an option to add an available on the footer of the invoice:

Invoice Email Body

Here you can set up an email template when sending an invoice to a parent.

Transaction List Email Body

Here you can set up an email template when sending an account transaction list to a parent.

Donation Footer Notes & Donation Email Body

WINZ Service Closure Report Settings

Here you have the option to add the WINZ details for your WINZ service closure report.

Add the ECE hourly rate, 20 hours and non-ECE hourly rate and click on Save.

WINZ Service Closure report: https://helpguide.juniorlogs.co.nz/knowledgebase/winz-closure-report/

Centre Settings – Invoice Settings